Re: History may not repeat, but it does rhyme
VMWare have an excellent revenue stream, autonomy and deep pockets and have made some canny acquisitions over the past few years to ensure this isn't the case.
SDWAN and SDN - Velocloud and NSX
EDR/Antivirus - Carbon Black
MDM/MAM - Airwatch
There have also been other developments such as ESX on ARM that whilst it was a bit of a giggle at last year's VMWorld has serious real world potential in IoT scenarios (small Linux distros on wind turbines, Mobile Communication Gateways)
Whilst I would question the business case behind running significant sized workloads in this manner rather than transformation, thereare plenty of organisations running legacy applications on Windows 2000/2003, XP, etc... that would be interested in divesting themselves of the hassle of maintaining data centres fror this purpose.