Keith
I've seen egenera blades displayed a while ago, and had somebody explaining it to me. IIrc you can use Xeon- and Opteron-blades in their system. I believe indeed what FUSI will announce tomorrow is about blades, from the article you posted. The nine months lead would refer to SUN, as a counterstrike on Galaxy. I see no lead over HP. Their systems works pretty similar. I don't know how competitive IBMs Opteron blades are.
K.