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My personal feeling: the end-users (enterprises & MSPs alike) need to wise-up and ensure that they have a multi-vendor virtualization and management solution from the get-go. It's gonna happen anyway; stave off single-vendor risk asap.
That question of what will VMware look like in 5 years is key. With being acquired, founders leaving and competition nipping at there heels, will VMware stay as they are? Will the hypervisor remain their core business? I guess time will tell.
Lance