MSDN won by dumping
Microsoft did a great job at moving all those development tools at billions in losses to eliminate cross platform tool vendors like Watcom and Borland. At one time even Novell was building a cross platform tool cache but with Microsoft effectively dumping their wares on the market, profits and income sagged for all the other tool vendors.
So it looks like a good job but in reality, does VMware have the kind of financial power and distribution that Microsoft had/has to allow him to do the same at EMC? I doubt it.