Bluray vs. HD-DVD?
Remember when Bluray won in the format wars? It was hilarious, Sony won the war when HD-DVD just died because they stopped pressing the discs and stopped making the players. Sony was sure that they would be rich because the whole world would flock to their format and what really happened was that Sony, should have learned that they probably should have just stopped making Bluray too because the world had already simply ditched using discs and moved to download services. Instead Sony went all in and now has almost no presence in the consumer video market to speak of. The moral is, neither Bluray or HD-DVD won, but the HD-DVD guys lost less because they knew when to pull out.
Dell/EMC, NetApp, Hitatchi, HP, etc... are all going all in on storage and all flash believing that they can win and take the cake using things like NVMe and such, but in reality, they're all hanging on to something which is already being forgotten.
SANs made a lot of sense in a time when file systems and operating systems lacked the ability to provide the storage needed for server farms and later virtualization. Now with the exception of VMware who seems to think that storage is a product as opposed to a component, the world is moving away from these technologies and we'll instead use scale-out file servers running on our compute nodes which provide performance and redundancy with none of the bandwidth problems SAN has. We'll use clouds and version controlled file systems to provide backups as well. It provides us with substantially lower TCO, better support, better integration and a clear long term path for growth in capacity and performance without the massive lost investments SAN are doomed to.
So, while the dozens or hundreds of storage companies battle it out, the hypervisor vendors will simply localize the storage and provide something better eliminating the need or desire to use these dinosaurs.
I wonder, which companies will be the smart ones who realize that the ship has sailed and they weren't on it first. I think Dell's merger with EMC will be interesting because the only thing of value they appear to have gotten from the deal is VMware and that company is so plagued with legacy customers demanding support, Dell will probably miss the boat on too many other opportunities by trying to force VMware to become something else.