Why I sold at 90 many months back. Real competition
I am in IT as well, VMWare has the biggest pie and will for awhile as they are constantly releasing new products for virtualization to intergrate with SAN and other things. Most big companies are using vmware period from what I seen by a large percentage. As there are a small percentage of customers that are using Amazon AWS and Rackspace like web hosting providers but big companies are not using this for their critical and financial information especially if it requires regulation aka SOX / Hippa / PCI and some of those others .