Potential gains:
1) Management stability and portability.
2) Data/network security when the user is not inside the building. Outbound data is the image of your screen, incoming data is keystrokes and mouse inputs.
3) Shared hardware. They are testing multi-core NVidia GPU's that would be configured so that each user has at least one GPU dedicated to their usage. We can use more than our individual allocations for RAM, when the collective RAM usage is less than the maximum.
4) "Network" drives are as fast as "Local" drives. Because in fact, everything would be stored on the same storage backplane and no application data would need to be retrieved over the lines to the user. (As you know, Pro/E is dog-tastically slow when the disk access is not fast)
5) We're due for new workstations, and we can get more hardware in the server for the $$ than if we bought all new workstations. And our budget for workstations has historically been quite modest at $2k/box.
6) Engineers can work from home productively if they have any computer and a reasonably fast internet connection.
If you're used to other virtual servers such as remote desktop, you've used one of the slowest and most inefficient setups around. VMware uses it's own IP network protocol that is optimized for this exact service. So you can get much better experience compared to other products.
Apparently our testing has proven that MS product does not support OpenGL, and VMware does. So we're now fully focused on VMware and so my original post question is moot.
If it works, great. If it doesn't work, we'll do workstations again.
David