It's hard to say, because I believe that you can use different hardware with VMWARE. The thing about Microsoft that sucks is that you can only use it with Microsoft. With VMware U can use Unix, or Novell as well as microsoft. I can't really tell you what effect it will have on those though.
I hope to know info such as: what hardware platform do you roll these OSes onto? If there is more than one then which is the favorable platform? That will tell me which hardware company will most benefit from the trend. The next is on which hardware platform those OSes had been retired from. That info will tell me the losers to come.
It's patchy, but still is a glimpse of things to come.