Not sure if this is new but Gartner analysts are finally chiming in on virtualization and security:
epping mentioned it in the general discussion forum http://www.vmware.com/community/thread.jspa?threadID=79926
My opinion: nothing new - or should I say analyst babble?
It's not like the Gartner guys haven't been wrong before. I seem to remember Richard Steinnon stating that IDS was dead when he worked at Gartner.