Arguably where VMWare shines is management tools and so on, not exactly performance - this is kind of widely known, anecdotally at least and probably the number one reason they forbid benchmarks in the EULA. They know they're going to suck. :-)
Big corps with big money don't care that much about performance, they're more interested in ease of use, interoperability, SLAs, support, integration with other enterprise crap etc.