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VMware (VMW +10.4%) and EMC (EMC +9.3%) continue rallying after delivering Q2 results early (I,...

VMware (VMW +10.4%) and EMC (EMC +9.3%) continue rallying after delivering Q2 results early (I, II), to go with news of their management shuffle. ThinkEquity sees the shakeup as evidence of VMware's pivotal role in shaping EMC's future. GigaOm's Derrick Harris notes new VMware CEO Pat Gelsinger appears more focused on nuts-and-bolts cloud infrastructure solutions than departing chief Paul Maritz, whose interest in applications led some to think VMware had lost touch with its roots.
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