[jasonhansel]

My suspicion: these CEOs are trying to scope out the cost of adopting OpenShift, so that, when they're negotiating prices with VMWare, they can show how much money they would save with OpenShift in the long term. This may be essentially just an attempt to gain some negotiating leverage in the face of potential VMWare price hikes.

[bluGill]

Not to mention that you need to have the ability to switch anyway in case there is some other problem with VMWare. Anytime you have a single supplier that you depend on you should have some mitigation plan ready to go should that supplier fail you. The mitigation plan may be a lot more expensive than the supplier you are using, the goal isn't to use them it is just to ensure you have an option.