The management changes at VMware mean that virtualization and the cloud are diverging and that EMC is increasing its focus on both. Having Paul Maritz as Chief Strategist at EMC means that is vision will continue to permeate both efforts, while their operational separation will mean that both can succeed without being encumbered by the other.
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While VMware is being lead by two executives, Paul Maritz and Todd Nielson who were instrumental in the establishment of Windows as a dominant platform, VMware is today still not acting like a true platform company. Windows became a dominant platform because Microsoft structured its business model around making the platform a success. This included a laser like focus upon the success of the platform, and an approach to partnering that is still unmatched in the industry. VMware can make vSphere into a dominant platform, but only if VMware adopts some plays from Microsoft’s book.