Quoting from the The Register:
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We find a VMware with a market cap of $32bn – a figure rapidly approaching that of its big daddy EMC at $43bn.
Even with the analysts hyping EMC at the same time they hype VMware, the very real possibility exists that VMware’s valuation will in fact jump right past EMC’s…
Well, I’ve heard rumors that VMware CEO Diane Greene and EMC CEO Joe Tucci already have a strained relationship. These are only rumors, mind you, and nothing more.
Even if things have yet to reach Tension Point, however, they almost certainly will in the coming months should VMware’s stock keep soaring. Why should the flashy, nimble VMware remain controlled by a lumbering disk vendor like EMC, especially if VMware is mightier on paper than EMC? Why should Greene be bullied by five – out of six – board members with very strong – often direct – ties to EMC? Why should VMware be weighed down by EMC’s baggage? Let’s not forget that the company competes against VMware’s strongest allies.
VMware’s rocketing share price would seem to exacerbate any existing tensions. In addition, it may well create new tensions. Will Greene take any guff at all from Tucci and Co. when she’s responsible for the storage vendor’s Wall Street revitalization? I can’t help but wonder if Greene doesn’t eye that EMC CEO post…
Read the whole article at the source.