Dru Reeves at the Burton Group posted a thoughtful piece on the competition between VMware and Microsoft for virtualization opportunites.
He believes this is the issue that forced Diane Greene's departure. Could well be. But I don't agree with all his points – especially the underlying notion that VMware should abdicate its SMB position and while positioning the company as a cloud infradtructure necessity is a good idea, it certainly can't be VMware's main strategy moving forward.
But, he raises a lot of great points that suggest that Paul Maritz might be an excellent choice moving forward to run VMware. Thanks for the writing Dru!