Cisco and Sun to Compete for Unified Computing?

A recent InfoWorld article claims that "With Cisco expected to enter the blade market and Sun expected to offer networking equipment, things could get interesting awfully fast." How does this effect your infrastructure strategy and decisions?

Would you consider to build scalable web applications on the Cisco Unified Computing System? Or would you consider to build a router out of a server with the use of OpenSolaris and Project Crossbow as the article suggests? Will any of these initiatives change the way we build scalable web infrastructure or are these just attempts to sale these systems?

What do you think?