Thinking on which vendor is most likelty to benefit form such a deal I conclude it is Microsoft. Because ibm and oracle+sun are selling hardware by licencing unix servers and microsoft had to play catch up.
Free Guide: Managing storage for virtual environments
Complete a brief survey to get a complimentary 70-page whitepaper featuring the best methods and solutions for your virtual environment, as well as hypervisor-specific management advice from TechTarget experts. Don’t miss out on this exclusive content!