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Not debt, but there have been rumblings of massive efforts to move off of VMware.
Not debt, but there have been rumblings of massive efforts to move off of VMware.
A general trend is moving to the cloud where VMware isn't generally being used directly. But it depends how companies do that - if they take the lazy route and pay for VMware cloud licensing, then never move off it, maybe VMware stand to gain in the short term.