Sphere 3D Corp. (ANY)

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Or a tighter relationship with someone else we know who might just be in a position to disrupt all of them!

"Don't be surprised to see Ingram Micro get some lift in the storage space with a tighter relationship with a vendor like Hewlett-Packard. "Ingram Micro will be in a position to need to double down with another storage partner," Smith said. At the same time, the uplift for opportunity for HP to grow their storage business with Ingram Micro is also significant.

The fallout between EMC and Ingram Micro will force EMC partners to either jump ship to another distributor or cut loose from EMC. That decision will depend on a partner's allegiance to the distributor or vendor."