Hi,
after upgrading ESXi 4.1.0 to build 582267, all Windows XP guests on which VMware tools is up to date, exhibit weird performance info (and the CPU alarms are triggered).
When I connect the vSphere client to the vCenter server, these guests are shown as taking 100% CPU. When connecting the client directly to the ESXi host, the same guest supposedly takes 75% CPU.
To compare, I updated VMware tools on a guest running Windows Server 2003 and all is fine.