Kevin Fogarty makes some great points about where EMC needs to go in their virtualization play. Rather than waiting for Microsoft to beat you at their game, change the game. I agree that the cloud is where EMC needs to focus now that Microsoft is trying to make the VMware product irrelevant by basically giving their version of it away for free. Microsoft will never be good at innovation. However, with their installed base, they are a very strong me too player with deep pockets.