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Turner Investment Partners: Virtualization is revolutionizing business

The commentary, entitled Virtualization: are you being served?, was written by Tara Hedlund, portfolio manager/security analyst; Michael Lozano, security analyst; Chris McHugh, senior portfolio manager/security analyst; and Bob Turner, chairman and chief investment officer. The piece notes that the technology may boost server utilization rates as high as 60-80% and that a recent survey found that 75% of chief information officers consider virtualization their top capital-spending priority.

The California-based software company VMware holds a near-monopoly of an 85% share of the virtualization market for the popular x86 servers. As the analysts note, "We would be hard-pressed to identify another tech company that so dominates its market as VMware does virtualization." It's estimated that in 2007 VMware could nearly double its revenue, to about $1.3 billion, and may increase its operating profits by more than 140% to about $300 million.


Forbes carrying the news, Turner Investment Partners

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A Collection of Threnodies : Part 1

Whale Fall
-----------------

Dress me up in my new threads
clasp my greasy palms
grease my hair
I'm ready for the fall


Watch at all the decadence
watching the avalanche
I'm slipping down
losing my buoyancy


What's become of us
where have we come
this far, this close
close to the doors


I hear them, sublimal chants
I'm on the run
I race through the human sea
I am the king!


I'm the slave
to my own undoings
I'm the jester in my courtyard
We jest as we run


We're strolling on that thin rope
we grope as we rope
we're true heros
we're the survivors


we're the scavengers
we're the friends
we're the lovers
we're the unbred


Soon awaiting the fall
we're lurking on us
we're osedaxing us
we're soon going to be done
we'll soon be arrested




*osedax(bone devourer, newly discovered marine genus) feeds on a fallen(sunken) whale carcass(which is also called a whale fall). Read more here