VMware apparently has a few issues to solve
As a freelance consultant in Luxembourg I get to talk to quite a few people in the upper echelons. Just yesterday I had an interesting conversation with a business owner who told that he had dropped VMware entirely. Among the things he gave as reasons were :
1) as a business partner, he has to recertify every year (money for VMware), he has to give a certain amount of referrals every year (money for VMware), and yet he still has to pay for his application license - no freebies for business partners
2) the latest version of VMware must be installed on (very) recent hardware - if your server is five years old, VMware won't install
As a result, he is now using an open source (free) product that works just as well, is less complicated to configure and use and doesn't pout in the corner if the CPU isn't the latest and greatest.
I'm thinking that VMware may have some issues in its future if it can be so easily replaced by a free product.