This pause in cloud spending could last two years, says EMC CEO.
Amid a solid Q3 report, Mark Templeton gets replaced.
A concession to AWS and Azure; a handoff to Trend Micro.
Dell's founder says the EMC deal would make everything wonderful, of course.
The 'secular shift' of clouds and OpenStack looms.
A top-down approach to NFV and SDN is what's called for by some at SDN World Congress.

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