Obvious strategy is obviously missing
Come on VMWare. Build the service that will allow us move VMs seamlessly between private ESX clouds and a scalable public cloud. Or, allow us to offload processing capability to a public cloud that will give businesses scalability at times of high demand. Put in place an encryption layer underneath the VMs to protect our sensitive data.
This is such an obvious next step for a company that has massive penetration within corporate networks, yet they persist in mucking around with their existing stupid solutions that are no better than existing public cloud providers. If we wanted public cloud functionality and only public cloud functionality, we'd go with AWS. And we probably will if VMWare don't get their act together.