My experience is that enterprise VMWare shops buy more server OS licenses, not less.
Even these days, an awful lot of Windows servers are doing exactly what Netware was doing before them, file and print serving. MS obviously recognize this with the new Server Core Edition. But printers are first-class citizens too now, many of them don't need a server, they just plug directly into the network, run their own admin app over HTTP...
For some perspective on Vmware's strategy in this area.
Erm, one of them isn't like the others.