I too am a professional technologist/ ametuer investor, and I absolutely agree that VM is the future, there is no doubt. any company that is not running VM's by this point is literally wasting money..sort of like running the ehat with the windows open. I also agree the typical wall street guy has No idea what they are talking about when it comes to technology. The people I knew who bacame brokers did so because they couldn't get accepted to the police academy, or community college. I am always amazed that people actually trust them with their money...most did not even go to college, can't provide a historical perspective on anything.
Back to my point- as a guy with a Collage Degree and a masters in information system and a long career in IT, YES- VMW is definitely the next big thing in computing. We are already there, and it is expanding daily. It is not perfect, and defitely presents some challenges, but like windows 3.1 eveolved into XP, we'll see similar techlogical leaps and applications with it.