Netapp Dave´s Blog about VMware
Interesting view to VMware based virtualisation in Dave´s Blog at Netapp: Follow-up on VMware: Both Better and Worse Than I Described
Both tools help you drive up utilization, but that's only useful if utilization was previously low! If utilization was already high, there is no gain to be had. If your users immediately fill their LUNs, then you'd better have the real storage. If your applications peg their servers, then you'd better have real servers.
I think he is perfectly right. At the end Robin Harris of StorageMojo defines the sense of VMware in a short sentence: VMware: Solving Microsoft’s quality problem