Joe Tucci has been going around saying that EMC is going to become a software company, and with the acquisitions for Legato and Documentum, the CEO meant what he said. Now, with the acquisition of VMware, the storage vendor has a chance to really deliver on this software vision, and, in the process, it could give Microsoft some serious competition. Furthermore, the new acquisition puts the other two in perspective and could be the biggest news — and market opportunity — yet for EMC.

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