"IMO the enterprise storage model is under a complete overhaul".
recent conversation with a top executive from the largest enterprise storage company in the world, in referring to AMZN's AWS as competition in the Cloud...said:
"AMZN is not the answer to enterprise storage...don't think for a minute that the large enterprise (banks, defense contractors, governments , financial institutions) would trust their data to a consumer based cloud storage company...it's not happening...my customer base would never go to AWS."
That leaves MSFT, IBM or even AAPL to develop hybrid cloud based storage secure enough to ease concerns of the mega enterprise companies.