If VMware doesn't grow out, it will go up into the management stack
Gartner can tell us that most of the servers that can be virtualized have already been virtualized. But it doesn't tell us if managing workloads through the vCenter Management Console is going to stay the dominant way of running an enterprise data center. VMware remains as a very strong presence inside the data center. Instead of expanding out, it can expand up the management stack and already done so with the likes of vOperations Manager.