VMware seems not to have a long term strategy? SaaS seems to be the way that the Software Companies are going - Safe regular income, only need to support one platform rather than loads of local ones. Would Suggest that Hybrid SaaS is creeping in too - so an appliance in your data center which is an extension of a Cloud service. Already happening for IaaS/PaaS - Cisco Meraki, Azure Stack, etc.
So IaaS/PaaS suppliers are going to be a few big companies - AWS, Azure, Google, OpenStack and Container based options?
VMware is about local IaaS for legacy applications. So they end up like IBM + Mainframes - serving a steady but limited market? And hardware suppliers will either be supporting the big players or these legacy environments.