"the industry is sufficiently wedded to VMware technology"
Yes it is, so much so that declaring that VMware is here to stay is not only superfluous, it borders on pandering to the ego of the CEO.
There isn't a single IT department that doesn't use VMs. Heck, even small companies can use it - I know the company I worked for before does, and we were a 3-person shop at the time. Okay, it helped that my associate was a network administrator, but still.
So yeah, VMware has a long and bright future ahead of it. I think we all know that but hey, a successful CEO has the right to stroke himself the right way every now and then, doesn't he ?