Only EMC's View
"AFAs are not right … for workloads that require mainframe support." - because EMC's product doesn't support it. There's no reason to say mainframe services couldn't benefit from flash and in fact in the 1980's we had Memorex and others (EMC also I believe) selling small scale flash devices for M/F.
"AFAs are not right… for workloads that require "classic enterprise array" data services like huge at scale replication … There are no AFAs that support this (yet)." - because EMC's product doesn't support this. Again, just because EMC doesn't support it, doesn't mean it isn't required. Incidentally other vendors like HP 3PAR StoreServ and HDS HUSVM DO support these features.
"AFAs are not right …for the "oceans of object storage" or for traditional (vs. new transactional and in-memory) batch HDFS use cases." - this is becoming less true - in fact object vendors are adding flash to their products to support high performance demands (see Cleversafe).
It would be interesting to know how much of the $1bn run rate is newly acquired business and how much is business that would have been placed on other EMC platforms...