Dennis Byron (Research 2.0)

EMC/VMware Spin-Out: New Shareholders Get Virtually Nothing

Cam -

OK. If I buy into your scenario, then I still feel the same way as I feel about server virtualization--no separate market for VMware to compete in. I think you agree when you say Microsoft is taking steps toward this approach.

But I also don't buy into the scenario that virtualization is a marketable way to make PCs more secure; too powerful and too elegant in my opinion.

Then there is the $64,000 question for about 5 years out: what is a PC any ways? The examples you give will all be happening in the cloud and the cloud will worry about security. For the personal devices where I (or my boss) cares about security, physical means will predominate because any software-enabled methodology can be software hacked.