> There are buyers who would essentially like a cheaper VMware clone today. But I'm not at all convinced that's a good business model for a company like Red Hat

> There are buyers who would essentially like a cheaper VMware clone today. But I'm not at all convinced that's a good business model for a company like Red Hat to invest in going forward. Yes, they're buyers stuck in the past. If RH can bring them on and take them on a modernisation journey, it could be very lucrative (even if very time consuming).