One of my blogger friends sent me an interesting observation:
After talking to networking vendors I'm inclined to think they are going to focus on a mesh of overlays from the TOR, with possible use of overlays between vswitch and TOR too if desired - drawing analogies to MPLS with ToR a PE and vSwitch a CE. Aside from selling more hardware for this, I'm not drawn towards a solution like this bc it doesn't help with full network virtualization and a network abstraction for VMs.
The whole situation reminds me of the good old SNA and APPN days with networking vendors playing the IBM part of the comedy.
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