I deal with them as a customer and I will tell you that everything you say is exactly the way their customers see it. We're begging to find a reason to move the rest of our stuff off VMWare. Their technology is dull and pedestrian compared to what some vendors are bringing in. They are very good at what they do but every time I talk to a person in the company it just feels like they are in maintenance mode and are bored with their own products.