[Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] [Tag] I think you should focus on what parts of VMware's business these solutions compete. They don't compete with the vSphere market share. Who's building new apps on vSphere? They are competing with Pivotal. IMO this is all new market and a completely different audience.