3.9.2-200.fc18 kernel breaks VMWare Tools

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http://forums.fedoraforum.org – I've got an F18 VM running on VMWare Fusion 5.0.3 and it has been fine until today. Today's update of the kernel to 3.9.2-200 kernel breaks the VMWare Tools. In particular, the host-guest-filesystem (vmhgfs) doesn't work. I reverted the VM, and then did a yum update on everything _except_ the kernel, and the vmware tools are still happy. So it's definitely related to the kernel. I notice that when trying to re-install vmware-tools it doesn't even try to build vmhgfs. Has anybody already figured this out? (HowTos)