vmw goes cloud while down sizing customer premise equipment? issues of past it was legacy to ip, now cpe to cloud
vce and other cloud initiatives by vmw will be growth leader...with a cloud approach , more steady money will be established....and with use , deeper hooks into the customer, for long term income...then as customer business grows so does vmw/emc. legacy jobs go bye bye.
margins with grow. short sighted shorts will get theirs ...the govt and dod are going data center consolidation, which by it's nature would require cloud services to provide the IT needed across the organization.