July 8th, 2008 Steve Cassidy

Looks like VMWare has lost it’s den mother: CEO Diane Greene has been replaced by Paul Maritz. Having seen Ms. Greene in action on two occasions, I will be fascinated to see how Maritz copes with that role - VMWare’s somewhat scattered product portfolio and happy go lucky acquisition model always seemed to represent a collection of cats resolutely refusing to make up a herd. Seems like the shareholders - companies not famous for their touchy-feely, den-motherish management style, like Cisco and EMC - reacted with that classic American short-term peevishness when revenues dropped, and Someone Had To Go.

The question in my mind is; was VMWare surfing a wave during the pre-recession years, or actually driving it? Will the uber-boffins who delivered the goods, keep doing so without their Den Mother?

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