EMC (s emc) might be smarter than we thought it was. You already know the news — Paul Maritz out as VMware CEO, in as EMC chief strategist. Pat Gelsinger, former EMC COO, now in as VMware CEO. The companies are planning to spin out their cloud computing and big data assets into a separate company. If EMC handles this transition well, the companies under its banner could do great things. Of course,