"And the fact that VMware isn't slowing down even though Microsoft more-or-less gives away its rival Hyper-V?"
vSphere is already slowing down - Hyper-V is now mature, and costs bundles less - even as a whole stack with management tools. Hyper-V is now on 27.6% of new server installs and growing versus vSphere on 56.8%....which is a decline from 65.4%...
http://blogs.wsj.com/digits/2013/05/31/microsoft-quietly-gains-share-in-virtualization/
VMWare are sweating their existing customers with high licencing fees and you can only do that for so long when there are good alternatives....