"On a business level, there are parts of VMware that are aggressively competing with Cisco and we're aggressively competing with them. However, there are other parts of Cisco that have a reasonable relationship with VMware. VMware has certain advantages over OpenStack, but OpenStack is catching up pretty quickly. In a year or so it's going to be a much different landscape, and time will tell whether our users and maybe Cisco itself will choose to move more aggressively towards OpenStack."
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