Paypal is not the first and certainly will not be the last to switch from high cost VMWare to lower cost solutions. Now that IBM, Microsoft and all those that support OpenStack are targeting the huge margins and huge market share of VMWare, there can be only one direction for VMWare's margins and market share...DOWN! How long can VMW support its 40+ P/E?
IBM and Microsoft? Are you for real? Have you heard of Windows? How about OS/2? you need to live in the real world and stop reading what anal-ysts that have never created a thing in their lives dream of