April 29: Seeking Alpha on VMware and Salesforce

May 10, 2010

Seeking Alpha features a short article on Salesforce and VMware with respect to the unfolding competitive dynamics in the “cloud” space.  The author is suitably cynical about much of the hype and makes some interesting observations about the aspirations and limitations of these cloud pioneers.  There has been lots of hype around cloud, including some really inane statements from IBM on the matter.  The point in this article is that there are some deep pockets out there all maneuvering for the leadership position.  This is a worthy read.

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