VMWare, like Google, has seen explosive growth since the company went public not too long ago. As the number one vendor in their market, a relatively new market at that, they have enjoyed a widening customer base. Unlike Google, however, their primary product virtualization services isn't very far spread and is the sole source of their success. Thus, ultimately they will need to expand. For their expansion, they are eying China.
For a while, they have been researching China as a prime expansion target. Particularly due to the large IT infrastructure. That, combined with the extreme youth of the virtualization market puts them at a distinct advantage over their competitors, such as Microsoft and Xensource, if they manage to pull it off. Microsoft, on the other hand, has typically had a bitter relationship with China whom they pinpoint as a ripe source of Windows piracy.
Growth into China would probably be a great move for VMWare, who eventually must decide on an expansion path before they are crushed under the weight of their own rapid growth.