I think VMware has made it fairly clear for a while that any part of the stack they touch will belong to them if they want it to. Even storage, which must make EMCers nervous.
Several people predicted that Nicira is a feature and the VMware of networking will be VMware; those turned out to be true, although in a different way than predicted.
When EMC'ers get nervous, they get mean. I'd be more worried about them meddling in VMware's affairs. They've done this before when they shoved a whole bunch of software products onto VMware that they didn't want.
Watch and see what happens. This "revolution" might fizzle pretty quickly if EMC gets involved.
As wmf alludes, you should compare the pricing of vmware and emc for similar products. I haven't been paying attention for a few years, but back in the day emc would charge like a bajillion dollars for features they were putting into vmware esx for free.
Several people predicted that Nicira is a feature and the VMware of networking will be VMware; those turned out to be true, although in a different way than predicted.