But won't that take market share away from your own hypervisor?
XenSource has never believed that the single per-unit instance of the hypervisor is where you make money. We want to drive volume adoption of virtualization and deliver tools and technology on top of that.
As you deliver resource pools in enterprise infrastructure, the tasks one has to do in terms of orchestrating this whole world—management, security, so on and so on—there is a huge opportunity.
We don't need to own real estate. What we need is access to the objects that run in the privileged stack of the hypervisor that offer some form of value proposition. I am talking about sophisticated things that integrate storage, or the orchestration of the software life cycle. We get our fingers on complex, low-level system software to be orchestrated to make the union of storage, CPU, memory, and networks run seamlessly together.
Software is no longer tied to hardware, and as a result there is a new approach to managing the software life cycle, managing software images, and how you patch, and secure, and distribute, and install, and run them.