So we are in a virtualisation arms race. I can't speak for other vendors, but this appears to give IBM the jump on Sun ... for now and at a price.
But while the dog-standing-on-its-hind-legs tricks are great, and in different guises the offerings are fairly similar with vendors leap-frogging each other for the bleeding edge, the management tools are lagging far behind. What customers want is a control bridge where they can have a unified view of their virtualised datacentre from all the different vendors (VMWare, Sun, IBM, EMC, HDS, HP, the list goes on). And they want to be able to say "It's month end, please turn the knob to 11 for billing".
So is this unified view of the virtualised datacentre going to come from the traditional enterprise management sources like CA, BMC, Tivoli, or from the newer datacentre automation outfits like BladeLogic or Enigmatec?