VMware says it's going to put $100 million into India in the next two years and double its local engineering staff to more than a thousand people, cultivating India as a market as well as a cheap source of talent. Along with waiting for Microsoft to mount what will be VMware's fiercest challenge, the virtualization leader is facing the increasing commoditization of the hypervisor - to the point the widgetry will probably be given away in a few years - and needs to pull up its stocks on the virtualization management side.