Gee Paul, I sure hope you're wrong about this. I'm staking my career on this right now. I'd like to refer you to the following url as just one piece of evidence (granted its not from an unbiased source): http://www.sun.com/software/cover/2001-0117/?frontpage-sunbox
Also, I've heard so much about the success of Weblogic in the marketplace. Or is it something that companies are toying with but haven't really used with much success in a commercial environment?
As Matt pointed out, and as we are all aware, this is still fairly new technology and it may take a few iterations for vendors to properly address performance issues. (In the meantime just run it in a Cray box)
Please keep us posted here with any additional information you come across.