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.
Virtualized Geek 