A Pivotal or Cloudy Moment for EMC and VMware?

EMC and VMware (who is majority owned by EMC) have announced a new joint initiative called Pivotal (read more here and here) as part of their software defined data center strategies and architecture.
Is this a pivotal moment for both EMC and VMware signaling that they will be going head to head (via their new initiative based company) with Amazon Web Services (AWS), Microsoft Azure, HP Cloud services, Rackspace and a long list of others?
Part of the answer to that question would be based on what is meant by going head to head, and which aspects of those services. For Cloud Platform as a Service (PaaS) along with big data analytics related I would say yes. In terms of other Cloud AaaS or SaaS or IaaS probably not as much so at this time.

read more