As said by @FED717j-1sng, do a quick assessment as to how you think the market/economy would respond and support the BU you're joining. I think it's fairly reasonable to assume that any positions open or renewing at VMware are considered important and of the correct focus area. Anything otherwise was cut (perhaps a bit too liberally so).
I really will miss the Hosted team, but in the end the Hosted products weren't really huge money makers for VMware. I guess I can understand the choice to some level, but it doesn't make it any easier to swallow. And I really think at least some of them should have been retained. Losing the entire team seems pretty backwards to me.
Anyway I think if you're getting involved with the software defined networking and datacenter stuff, it should be real good. Oh, and don't silo yourself too much either way.