When VMware announced its hybrid cloud initiative it made perfect sense. The hybrid cloud market could provide substantial growth opportunities for VMware, as discussed in VMware Crosses the Rubicon and Hybrid is a Whole New Cloud. Yet one respected tech analyst has recently suggested that VMware’s hybrid cloud may be too late.
Amazon (AMZN) could be the clearest benefactor of the hybrid cloud operating model if it accelerates the enterprise adoption of off premise cloud services, especially if it occurs before VMware (or Microsoft) is ready with an equivalent offering.