This is a mean price increase.
Agreed... Only real enterprise alternative is Hyper-V - I have used it quite a bit and do like it, but, I just don't feel as happy using it as I am ESX. Like Windows is dominant on the desktop, ESX pretty much owns the (paid virtualisation) ecosystem through many third party programs. Microsoft is getting there, it is just much slower, but, a price increase like this could be (but I doubt it) VMware's undoing.
In 1990, high-end engineering users were very happy with their Unix workstations. Windows NT in comparison kind of sucked -- but over time the suckage was not enough to justify paying $20,000 for a workstation versus $8k for a NT Workstation.
Ditto SQL Server. Back when I was a newbie Informix DBA, my older colleagues laughed at people messing around with SQL Server. Informix was an awesome product in many ways, but cost like $40,000/cpu when SQL Server cost alot less. Who's laughing now?