I'm a sucker for unscripted honesty.  Kudos to Mr. K for taking a deep breath after Cisco's UCS and Project California grandstanding to put some reality in front of the rhetoric. In less than 3 minutes, he really boiled all the hype down and simply articulated what a lot of our customers and partners are thinking too. 

My takeaway: ROI on CapEx in 12 months or less means it's not about our grandious vision of tomorrow, it's about helping you implement your vision of your data center today.  Keep the forklift in the warehouse.