This may be completely irrelevant, but -
I had similar behavior with Windows VM servers hosted on a Windows VM host using a network card that supported "TCP Offloading" configured in "bridge" mode.
When microsoft released windows 2003 service pack 1 or 2 (I forget which), they introduced native support for TCP Offloading, which, when activated, prevented communications between the host and guest OSs. There were some registry mods and network card settings that were supposed to disable tcp offloading, but I never did get the guest VMs working again.
In my case, the guest machines could see "out" to any system except the host, and the host could also see anything on the network except the guest.
This was a year or two ago, using VMware Server.