It seems a pretty good match for companies that care only about price. I suspect the IBM and HP customers will stick with VMware. If they go for a Xen-based approach, it's more likely they would mitigate risk and look to a Citrix who have a little track record and employees beyond a dozen or so VC-funded Vice Presidents.
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Nvidia issued some somber news for shareholders today, revealing a financial forecast cut short due to slowing sales, a delayed ramp for new product, and a hefty payout due to faulty laptop chips.
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