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The product of Gilder's Telecosm, and Carr's The Big Switch will yield similar conclusions. Compute, Storage and Network is a commodity. The value remains: Apps, Data, and Identities (of entities) with Access, so long as they can be de-coupled from (any particular) Infrastructure.
Commented Sep 15, 2015 on Changes In The IT Industry, Or Why I Came To Oracle at Chuck's Blog
Changes In The IT Industry, Or Why I Came To Oracle
When I announced that I was leaving EMC and VMware to join Oracle, the reaction was interesting to say the least. There was a certain crowd that thought I’d be part of the EMC Federation forever. There was another crowd that couldn’t truly believe I’d join Oracle, and enthusiastically at tha...
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