I've always been a hands-on kind of person. And that includes information-technology (IT) projects. While it has been a number of years since I was involved in a serious IT project - with most of that work having been done before I started and ran my hedge fund - I have worked on Website projects for a number of S&P 500 companies in the past.
I am comfortable around large IT projects, so I was a bit shocked when I realized how much VMware Inc. (NYSE: VMW) had changed the basic structure of the game while I was gone. That point was driven home when I volunteered to head a major IT project for a local city; it turned into a project-manager job that has involved making director-level decisions.
It didn't take long for me to realize that the city needed to deep-six its computer system and start over: Hardware from the late 1990s and early 2000s just won't cut it in a world that's on the doorstep of 2011. The key to this future is the virtualization of operating systems. This virtualized operating system also serves as a basic building block of the new "cloud-computing" technology that everyone seems to be talking about in the land of IT.
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