Meet profit targets
I think Wall Street is going to run VMware into the wall like they have many companies before them. VMware is growing, still at a pretty good clip, and they have had to take a massive layoff just to meet profit targets.... They are not an electrical utility, they are supposed to be a growth company. If they keep "managing the business for profit", i.e. cutting everything, increasing/not lowering prices in line with competition, then Microsoft, RH KVM, Oracle, possibly others are going to eat their lunch. Way too early for this company to be trying to hit arbitrary Wall Street profit goals while their competitors are nipping at their heels and it is far from certain who is going to win the VM space race.