a very positive sign for FIO. They also did not blow away as they have in the past but they like FIO have a tremendous ROI porposition for all their customers. As I have stated I look forward to tomorrow's conference call. For reference the street is using $75.86mil in revs and .03 in eps. I wouldn't over analyze it- if they beat the number they beat the number. I do think guidance will be important- please remember they have told the street margins near term would be falling as they strive to garner even greater market share.
VMW can thank FIO for not selling as many licenses. With FIO Cards in the servers, you don't need as many servers. On the flip side, now companies can virtualize things they couldn't before due to performance issues.