VMware (NYSE:VMW) is about to release earnings results. Ponder this Bear Case Scenario as you contemplate management comments.
VMware face a more robust challenge from Microsoft in small and midsize markets. The dominance than it has enjoyed in more complex large enterprise data centers will not continue.
Many players are attempting to dethrone VMware in virtualization. As VMware’s technology lead shortens and customers gain more choices, the company could lose its monopoly like pricing power.
VMware’s software-defined data center strategy will most likely lead to significant backlash.
George Gutowski writes from a caveat emptor perspective.