Bert Latamore12
John Furrier
Disaggregation of servers is happening which is going into a new style of architecture
Bert Latamore
They don't go away, butd when all dthe management & differentiation moves to the software then hardware vendors compete solely on price, and profits get razor thin.
John Furrier
big trend: compute is moving closer to the data that is the cloud and converged infrastructure mantra -cough cough that's the mainframe
John Furrier
@dvellante talking valuations of startups .. are flash valuations justified?
John Furrier
the real battleground will be the software stack game