As Anti-virus storms seem to be one of the larger performance issues with many deployments and with most of the AV products being geared to handle the problems faced by physical machines (some of which are moot or ameliorated when put into a virtual/linked clone setup), I was happy to see a discussion of the performance reasonings behind Endpoint.
Also, the concept that vSheild Endpoint should be more secure (because it runs from the hypervisor and, thus, starts before the OS on the VM starts) should make it much easier for company security groups to accept and allow it into the environment.
The biggest issue that I can see right now is the idea that only Trend-Micro's product is out yet so groups which have standardized on McAfee or Symantec are going to be reluctant to try it out.