@BostonVC tweets related to: Vmware, Shift, Clouds, Stratamotion, Charlie

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Overconfidence is a common affliction among wildly successful companies (a problem we should all be lucky enough to have!). When your stock is trading at more than 10X revenues, you're growing at 35% YoY and you are enjoying 80% marketshare in your core market, it's easy to see how the leadership becomes less prone to self-critique.
David Skok Twitter

VMware may be overplaying its hand in shift to clouds « Stratamotion http://t.co/LUm2cAgf - Charlie Oppenheimer's new blog. Great content.

David Skok Twitter

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