MSFT news is rubbish they do not have product
average analysts and users are just dont know enough , MSFT does not have the comparable product so there game is going to be to price their offering down to get some adopters and when they find out they can not run their enterprise software, they will run back to VMW, in the intrim yes this is demaging to VMW, but what can you say, herd mantality.. VMW will do fine over time.