There's a very interesting paper published by Goldman Sachs and posted by Hewlett Packard, Fear the Penguin. You will recall that both companies sent representatives to join Steve Ballmer and Ron Hovsepian on the stage and to speak about how wonderful it all was on the day Microsoft and Novell announced their deal. According to the paper, Linux is going to take over the corporate data center.
Goldman Sachs: Linux Will Dominate in the Corporate Data Center - and a Tip for Them.