In reply to Robert.

"During the VMworld keynote, CITI, eBay and GE attested to their deployments of Nicira and its capabilities – scale being one of several discussed" - No they did not. I attended the keynote. They talked about VMware in general, not Nicira. They use ESX heavily, but not yet Nicira (I asked).

In any case, the future is public cloud, not on-prem components like Nicira. Witness AWS's remarkable growth. VMware has taken the right step by now investing in vCHS. That is the right bet for the future, not Nicira.