Cisco and NetApp Play Hardball with VMware: Will FlexPod Suffer?
Cisco and NetApp have refused to support VMware's SDN technology, NSX, on the FlexPod reference architecture. How will this affect future FlexPod sales?
VMware, Inc. Remains Unstoppable in the Second Quarter
In the second quarter, VMware again reported great results. Its core business and its new initiatives seem to be thriving, prompting the question, can anyone stop VMware?
Is Citrix Systems, Inc. Now Investment Worthy?
While Citrix Systems has been a poor investment in recent years, its current fundamental performance might just turn its bad fortunes around.
EMC Corporation Is Gaining Share, But Facing a Fight to Keep Its Business Model Intact
EMC appears to be taking share in a still-weak storage market, but management may have to fight to keep its vision of the company intact.
Should EMC Corporation Actually Sell its Massive VMware Stake?
VMware is important to EMC, but so is the amount of cash that EMC could create with a spin off.