I don’t think so, but I staffed at Ignite last year in Orlando in the Azure booths and we were passing out these stickers with “Microsoft Hearts VMWare” to everyone.
The Server guys didn’t even have a Hyper-V booth.
I think it is just becoming an OS function/role, like Notepad or Fle Server.
I just don’t trust them, Their business model sucks and I wouldn’t put anything past them. The whole “incompetence” assumption with all this I don’t fall for at all. :)