Where Should Pat Gelsinger's Time Go?

Pat Gelsinger, CEO of VMware, is deciding how to structure the firm presence in cloud computing. He can pursue the opportunity in multiple ways: doubling down the investments in an internal and nascent cloud offering, partnering with established third parties, or fulfilling this goal through an acquisition. At the same time, he needs to continue to ensure the success of VMware virtualization business as well as a recent acquisition in mobile. How will the different decisions affect his use of time?