
A few people have already responded to your post but I feel so strongly about how wrong you are that I feel compeled to chip in too.
Sure any business that has such things as "Virtualisation Goals" is doomed to failure. VM is a tool. You shouldnt have goals to use tools. Same can be said about SaaS , offshoring or other trends.
You should be looking at solving problems and if VM is the most cost effective tool for the job then you should use it, but the tool shouldnt drive your business.
We use VM effectively. We have two servers serving a total of 9 VM machines. Each machine has fairly light use, ie document management, source control, fault management etc. So for us VM has meant that we can keep things managable by having the different functions on different VM machines, yet dont have the hardware costs , rack usage or power consumption issues associated with 9 real machines.
We also use VM for development and testing.
I'm not advocating that everyone should use VM, I am just pointing out that its a good tool and certainly not a gimmic.
Your "Virtualisation Goals" is the problem. You should have goals that reflect business objectives like reduce cost and increase uptime. VM may offer the answer but maybe not, maybe the answer is upgrading hardware, or using a SaaS service or something.
As for the actual topic, it was only a matter of time before M$ acknowledged that licensing needs to be done differently with the advent of large scale adoption of VM.