This morning, I came across this grim piece from Chris Mellor at The Register, detailing evidence of the violent restructuring in our familiar storage array market.
Call it confirmation bias, but many of us have seen this coming for a while, and have acted accordingly. The numbers have been mediocre for many quarters, but recently the pace seems to be accelerating.
It wasn't all that long ago that storage companies were almost semi-glamorous in the enterprise IT world: EMC, NetApp, HDS, Pure, Nimble, et. al. Great growth all around, and tons of VC flowing into the sector.
What happened? And should we think of this as a temporary aberration, or a permanent structural shift?