This is a long shot but are you getting any errors like this in your host logs about netqueue? Had a similar issue with an m1000 dell chassis
2012-07-17T20:45:09.053Z cpu14:2091)<6>tg3 : vmnic3: RX NetQ allocated on 1
2012-07-17T20:45:09.053Z cpu14:2091)<6>tg3 : vmnic3: NetQ set RX Filter: 1 [00:50:56:7f:96:94 0]
2012-07-17T20:45:44.054Z cpu7:2091)<6>tg3 : vmnic3: NetQ remove RX filter: 1
2012-07-17T20:45:44.054Z cpu7:2091)<6>tg3 : vmnic3: Free NetQ RX Queue: 1