Seems the virtual world has been floating about and under-utilized. Of course, a truly worldwide depression might, well, depress the virtual world. So to speak.

--Glenn

a recession will limit some entrants to large datacenter virtualisation, but in thne same way that many companies wnating to cut their massive server sprawl spend go to VMware to get rid of existing hardware and cut future purchases, perhaps the cloud initiative will allow more customers to readily get VMs on demand from thrid parties without buying the hardware themselves.

Smart play alright - yet as of Sep 16 19:44 GMT, VMW is down $2.48 - I'd have thought releases liek this and the storage API control would push shares the other way. maybe tomorrow when slower websites and mailouts process this.