[throw0101b]

> Cant wait to watch VMware die a slow death

Their strategy is to go after a few of the biggest organizations, and not a bunch of small mom-and-pop shops. Just like IBM with mainframes, which still seems to be profitable for them.

[panick21_]

IBM play works because they have 60 years of legacy and path dependent development. You can't simply turn into IBM. And that strategy also made sure that IBM was the one delivering hardware to hypergrowth companies like google and friends. And it made IBM itself not into a large cloud company either.