SPIHF message board speculation on Microsoft XL. Microsoft support for XL ends tomorrow and Sphere 3d has a potential virtualization solution in the Cloud that could be implemented. I am not saying it is going to happen, but it gives you an idea of the numerous opportunities available to them for their break through Virtualization/Interoperability solution for all OS/Devices/Apps in the Cloud.
The recent Red Hat, Intel, Dell, VMWare, sphere 3d solution for Dell Drive+ gives them enormous credibility in a very short period of time. Lots of news coming here IMO.