Not everyone has Office or Ad revs as Cash Cows
"Eventually we think these three will come out with revised systems that have Infinidat-class seven nines reliability and comparable pricing. Until then, Infinidat CEO Moshe Yanai's forward progress could continue for a good few quarters yet"
Microsoft can have a number of loss leaders , along with Google. Several other examples about. I've spoken on just what you've written in the above section to several folks. It's not that they can't. The development effort is huge. Think about EMC/Dell re-writing Enginuity again to do what? Create the same patented methods Infinidat is using? Do N+2 on components, maybe.. okay. So they hit the 7 9s. What about the nasty cost curves Infinidat introduced? You see IDC and how VMAX is doing, not good. So how do they make it up by selling cheaper systems - I'm not getting THAT idea. The other big iron players are in the same boat. These guys aren't Google/MS and will eventually whack or sell off severely under-performing divisions. It appears to me that Enterprise big iron is in a very nasty spot because of Infinidat. Maybe the hope is like Pure going away, Infinidat goes away and the others can return to the good old days of fatter margins. Maybe I'm missing the obvious.