Incidentally, I attended a VMWare info session earlier today. Surprised no one in the audience mentioned it.
Perhaps investors are getting worried that VMware customers are getting wiser to the availability of lower cost alternatives?
too much hype was build around vmware. it's greate for some uses like building test servers and few other things. I would never setup linux server as virtual servers. unless i have cheap hosting company and wanted to sell private servers for $2 :)