I was always taught (though didn't actually learn) that to achieve something difficult you have to focus on one piece at a time, absolutely kill it, then go on to the next step.
VMware is charging out after the cloud, the desktop, the handheld, the database market, the service provider market and the integration market all at the same time.
It doesn't sound to me like a securely achievable business plan.
It's likely, given how well his vision matches current trends, that the computer industry will look a lot like Maritz says it will, and within a very few years.
Whether it looks like that because it's all built on the VMware layers he's trying to slip into many places all at once, against a lot of opposition, is the kind of question no one asks at the keynote of a big vendor conference.
It usually takes a couple of drinks and a chance to corner the big man at a reception some night later in the week.
Unless he has too many things on his plate to either show up, or stay long enough for questions.
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