History says that binary translation basically doesn't work. The day may come when someone can do a good enough job with it, but that concept has been thrown out there many times in the computer industry, and it's always fallen flat on its face.
Dell has had a really good run selling essentially cookie-cutter rack-mount servers. But the era of solving problems by just buying more boxes is coming to a close.
This isn't a new generation of servers aimed at grabbing a lot of new-to-Sun business. That's what the Galaxy server it just announced is for. But this is a good upgrade.
It's a local company with some useful code, engineers who obviously have skills and background and experience in the type of systems management that HP has. We don't know the terms of the deal, but it probably was not all that expensive. It looks to be a good deal for HP.
I assume Scott will paint it as things are back on track and the company is in good hands, but I think the reality is he would have preferred to have waited until the financial results were really there.