VMware reminds me of Palm in 2000... They start something which will change the entire industry but somehow they are loosing their lead rapidly...
I think the main area that VMWare still has a win, from people I know who use it, are management tools and the ability to prioritize/allocate/throttle IO on network block devices (SANs) per vm.
VMWare is an enterprise product. How many big enterprises are using Hyper-V? (A: Zero, officially anyway)