I hate "on the one hand, on the other hand analyses" and wish I could provide a more definitive opinion on how this will work out. My sense is that it's an execution question, and it's impossible to predict how the two companies will come together and execute. The attractiveness of the potential product is obvious, and I think the strategy behind it is brilliant, not a word I overuse and definitely not one I apply to most mergers. There is such innovation and opportunity in cloud computing that this product could be a big winner. We'll just have to wait and see how the story turns out.
Bernard Golden is CEO of consulting firm HyperStratus, which specializes in virtualization, cloud computing and related issues. He is also the author of "Virtualization for Dummies," the best-selling book on virtualization to date.
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