In addition to focusing the product portfolio, you can also think about the resulting changes as representative of the way we approach customers (and the types of customers we approach).
Solaris and xVM are largely products that add value to Sun hardware. (Sure, you can run them on non-Sun hardware, but we should be able to add more value through the combination of our hardware and software). These are fairly traditional enterprise sales through a direct (and partner) sales force, with hardware-driven sales.
The application platforms software organization holds a number of point products, e.g. our Identity suite, mySQL. Here we're monetizing the software through licensing or service contracts in a fairly traditional software sale. It's a software-driven sale. Yes, we'd like to pull hardware, but it is a pull.
The cloud computing and developer group is focused on services for developers and startups. The contact with customers should be entirely web-driven. These typically aren't folks who want to talk to a sales guy. In some ways, this is the group at Sun most likely to interact on a consumer-type model, where the end user is interacting with the company directly.
It's not a perfect fit, but it's a helpful addition to the product focus discussions.