[traeblain]

Yes not to mention the thousands of companies that have to deal with Ex/Im laws that cannot move to "the cloud". Not to mention the CIOs that will have to tell there lawyers that all there IP is leaving the network...but don't worry, it's still secure. The list goes on.

The other thing is the writer seems overwhelmingly fond of Pure Storage...until they are bought by one of his Walking Dead. Instead of calling these companies "Walking Dead", he should be highlighting more the approach Microsoft has done. What Dell/EMC, IBM, Cisco, HP, and more will start to see is that they can operate in both worlds. Amazon will never turn over there stack to a company so that it can operate inside that companies physical control, but the listed companies (like Microsoft) can make there stacks available "in the cloud" and palpable to the public furthering there market.

To me, whereas Amazon and the like have plenty of growth ahead of them, these "Walking Dead" have higher ceilings although it will take quite a bit of inertial change. I can see IBM already working and heading in that direction. If they (like Microsoft) become another success story, it will be hard for the others to ignore that strategy.

But the author got his clicks and his eyes...so I'm sure we'll see of this.