Is virtualisation slowing server sales?

This graphic is very interesting.

‘Virtualization’ Is Pumping Up Servers
There was a surprising slowdown in unit sales of x86 servers in the fourth quarter, according to two prominent research firms, Gartner Inc. and IDC. For example, IDC found that sales grew just 1.1% to 1.85 million units, compared with 8.8% growth in the third quarter. That is the worst performance for the market segment since the dot-com bust, and IDC analyst Matt Eastwood lays the blame largely on virtualization.

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