&gt; They tried&#x2F;are trying not to cannibalize their main source of revenue, and the world has moved on without them.<p>reminds me about Sun. There i learned that if you don&#x27;t cannibalize your main source of revenue yourself, somebody else will do it anyway.<p>&gt;They couldn&#x27;t go from a lucrative private cloud revenue stream and then somehow convert it to a public cloud and expect to make the same amount of money.<p>it is the way of technology - from higher margin low volumes things grow&#x2F;scale into lower margin higher volumes (with total money on the table only growing). To play that transition successfully a fat slow cow has to start moving faster and to become more lean.<p>&gt;virtualization itself is dying<p>the original way - full VM like the VMWare Workstation - has become just one among several. Containers are here to stay for enterprises. Many enterprises aren&#x27;t going to bother how you run the service which runs their containers as long as it runs and scales.