Bill Shelton, director of VMware, gave a talk about virtualization and how the technology changes our lives. Some interesting points made include:

• With virtualization, you get ~500% improvement of ROA (for your HW)
• It is easy to do continuous workload balancing as demand varies
• It is possible to do application mobility (e.g., follow the sun scenarios)
• New security paradigms, as you may have SW of Pepsi and Coke on the same machine
• Billions of revenues now under stress of new deployement model!! a new paradigm for SW companies since now the SW will be tied to the user instead of the physical machines

He was very confident about the company and the made us believe that VMWare is really changing the SW and HW industries. In particular, he mentioned that if we work in a large SW company doing strategy, we will more likely end up analyzing the effect of virtualization into the SW market.

You can read more about this from Inaki Berenguer's original post, here.