
Err...
The whole point of converged systems is to more efficiently utilize your resources. So it makes sense that as they mature and improve the revenue should drop. i.e. if you are better able to use deduplication and compression in your storage you buy less (not to mention how quickly the price of flash is falling)
If it wasn't for greater efficiencies no doubt the storage growth would have been a lot higher than 4%, because we seem to keep finding ways to generate more data. We just don't have to keep 10 copies of it anymore.