Obviously, when a market leader like Microsoft releases a new key product like a hypervisor in an exploding industry like virtualization, and re-focuses every department on it, there are some repercussions.
It doesn't really matter if the product is long overdue, if it comes with a limited feature-set, or if it the market is already crowded. The fact that Microsoft is (finally) fully committed on virtualization has repercussions on the landscape, at strategical and financial levels.
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