DataCenter or not
I think the underlying issue, is how much money/effort do you put in to run your own datacentres and does running your own add much to your business? Do you want staff fighting hardware/software suppliers (and their B resellers), virtualisation stuff, backup stuff, exchange/sharepint etc, 24x7 availability, etc etc, or do you want them delivering some saleable functionality to your business (assuming you're NOT a hosting company)?
Having someone else run your "Cloud" (Public or Private - don't care), is very appealing - which means VMware is after a share of that market - and that puts them up against Microsoft, Amazon, OpenStack etc. They are losing their original market, and struggling in the new one?