This ain't about Netapp
The real story here is that the best educated, most well heeled potential buyer of flash start-ups just picked it's date to the prom. How that affects the rest of this cast of characters remains to be seen. Apparently the experts evaluating these companies didn't give a lot of weight to how bright your sign might be, or how close to the 101 freeway you put your HQ. Lot's of private investors seem to think that those are important factors to consider.
So, will private equity and VC dollars keep showering down upon anyone with a box of flash? Does this make the leftovers more valuable? Like the last drunk girl leaning against the bar at 2:01 AM?
All we need now is a billion dollars in "green subsidies" for a couple of these companies. Then we have a good movie script.
This is going to be interesting.
Biting the hand that feeds IT
