VMware is also scared of SDNs and public cloud infrastructure. They try to remain relevant, and they may have an easier path forward than Dell and HP, but their business model is built on virtualizing old Windows boxes. It&#x27;s the stepping stone for businesses as they virtualize their infrastructure. Just move off physical boxes and into the VMware cloud.<p>But that&#x27;s quite different from native-cloud applications. Right now you may need to incorporate VMware in your deployment toolchain, but it won&#x27;t stay that way forever. None of the big public clouds (Google, Amazon etc.) run on VMware, and I wouldn&#x27;t want to bet on internal virtualization infrastructure going the other way.