I assume the commoditization comments were...
to comfort their former partner Cisco. SDN will absolutely commoditize network gear. Cisco never had any great advantages at the hardware level over the bulk of other networking companies, but their IOS and management tools were so ubiquitous that Cisco = networking. Remove the control panel from Cisco and allow intermixing of gear and there is no reason to pay 2x the price for a 10g interconnect (or whatever). SDN was a very good buy for VMware. Their gains will be at Cisco's expense.