All good points, except perhaps the cost of the move. With VMWare licences anecdotallty increasing ~8x, the cost of moving could well be recovered quite quickly. Organisations tend to think and react strategically, and this will mean 3-5 year (or more) financial projections for major projects. If a $1m VMWare annual bill is now $8m, over 5 years thats $5m vs $40m. A change to a $1m annually cluster isn't going to cost you $35m, so you should definitely look at changing to minimise your expenses, assuming you get the support etc that you need elsewhere.
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