I'm a shareholder but as an IT guy I've looked at VMware products several times. On my own systems and with a provider like rackspace. Could never cost justify it. IT is way too expensive by 5 to 10 fold IMHO. It still amazes me that so many big companies deploy it so I bought the shares a few years ago but wonder how much longer until other virtualization really takes them to the woodshed on pricing.
I read Microsoft Hyper-V already causing some pricing pressure for VMware. Maybe this is the turning point?
I'll hold as the selloff seems overdone but might sell back into strength as traders forget about today in a week or two.
BTW for my application a couple years ago I was going to use VMware at Rackspace and it was cheaper for me to literally use separate actual physical servers than to virtualize instances on a single machine! We ended up just adding hardware with single OS on each box and dumped the whole VMware option due to the INCREASED cost for us