HP has been a player in the virtualization market for quite a while. It has offered many hardware products [and] its server blades have given it a respectable position in the market. In addition, HP has done a great job being an important partner to key virtualization software players including VMWare, Red Hat, and Citrix. It is also establishing itself as a key Microsoft partner as it moves boldly into virtualization with HyperV. Thus far, HP’s virtualization strategy did not focus on software. That has started to change. Now, if this had been the good old days, I think we would have seen a strategy that focused on cooler hardware and datacenter optimization. Now, don’t get me wrong — HP is very much focused on the hardware and the datacenter. But now there is a new element that I think will be important to watch.