Mother Nature didn't make slate for the purpose of putting it on a roof. We did. We've taken out all of the vulnerabilities and disadvantages of the natural material.

I expect to have trucks to run by the 15th of next month.

There's no question that the issue of power and cooling is a growing concern. The assumptions used for building data centers have been blown away.

We are seeing an emergence of growth in volume servers, particularly x86 products, with enterprises moving to smaller systems that can be tied together. The beneficiaries are Windows and Linux, both of which have a momentum in the x86 platform.

Systems priced above $25,000 are slowing down pretty dramatically, as customers are moving dollars over to x86-based volume systems.

Momentum in the blade market continues, with shipments growing by 60 percent from 2004 to 2005. While IBM only has 20 percent of the x86 market, they benefit more from the shift to blade systems, given their dominance there.

Now they have a pretty strong portfolio. This is a powerful tech story for the company, and they need that.