a couple easy predictions
1) The smaller tier of on-premises suppliers will consolidate faster than predicted, as venture financing in this sector (high in the last 10y) dries up, and consolidation ensues.
2) The smaller and mid-tier of public cloud providers will grow in visibility. This is consistent with a number of comments above. More of this business is local than is widely perceived. Some of these providers will do better than others, and a few will go public.
3) Cisco will make an acquisition to get into data storage. It will not be NetApp.
Biting the hand that feeds IT
