You say - ":As that chart shows, Cisco, EMC and ODMs are doing very well indeed out of this cloud caper, be it private or public, while IBM, HP and Dell are picking up the occasional table scrap." While Cisco and EMC are growing faster from 2013 to 2014, HP and Dell both have more revenue and market share in 2013 & 2014 than Cisco and EMC - hardly table scraps.