Is VMware on the right path?


I asked the question 2 months ago. Is VMware headed for a slow death? Their stock is down 21% today on adjusted revenue guidance. Their CTO is leaving and they’ve changed directions on PaaS vs. IaaS. The Hypervisor will become a commodity in 2013 and the future of Cloud is Platform as a Service not Infrastructure as a Service.

I’m going to really be watching the next few quarters.

Published by Keith Townsend

Now I'm @CTOAdvisor

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