re: Will VMware Challenge Amazon Head On?
Agreed, another great piece by Charlie. You wrote "VMware going head-to-head with AWS seems very unlikely." I agree that they won't make an obvious us vs. them play, but in all other respects, I think they have to go head-to-head with AWS, but not as you suggest. Their best chance, IMHO, is to convince companies that private/in-house clouds are better than using public clouds. This tack will work for fin svs and some highly regulated industries. But eventually, I expect, the tide will flow towards public clouds. Not quickly, but inexorably.