My corner of the internet broke for a while as a result. Before long, I was inevitably getting pinged by my Twitter brethren for a personal view.
I spent a few days thinking about it from various angles. Sorry to say, I come away with more negatives than positives.
Fair warning: I left EMC and VMware because I didn't see a viable cloud strategy. I joined Oracle on the strength of their cloud strategy. So far, it's played out exactly as I thought it would.
Not much has changed with my perspective since then. Including this latest press release.