Nothing new, huh? So there's nothing new in their major release last month that includes a hypervisor version that is 38% faster than Microsoft's, storage improvements that will allow enterprises to save as much as 90% on their virtual machine costs, and released APIs that will allow all ISVs with datacenter products in the x86 space to have access to VMware infrastructure (backup, security, monitoring, provisioning, ITIL, networking, etc)? I'm quite sure that VMware's numbers will be close to the expectation they set at the start of the quarter, and those expectations are already set in prices around $26.50, so the last couple of weeks shouldn't surprise anyone. However, claiming a clear quick victory by Microsoft and layoffs isn't even clever, let alone likely.
Microsoft will go through 2 more rounds of layoffs before VMware goes through their next layoff. And if they DO have any layoffs, it will be their 1st EVER.