>Is that whole business going to go away? No. It's just going to look different, with the most successful vendors selling flexible, nearly white-box hardware w

>Is that whole business going to go away? No. It's just going to look different, with the most successful vendors selling flexible, nearly white-box hardware with good long-term maintenance terms. > if you think a lot of infrastructure will be moving over to the cloud (because of cost pressures) over the next few years There's certainly going to be a TON of infrastructure moving to 'the cloud' in the next 5-10 years, but cost isn't necessarily the strongest driving factor pushing cloud adoption. Big, established Enterprise-with-a-capital-E type businesses are often quite capable of continuing to run infrastructure in-house with better bang-for-buck in terms of raw capacity than what is presently capable with public/hosted private cloud solutions.