Why exactly should the hardware vendors be terrified? It might be that if the stuff gets cheaper, more can afford to buy their own racks. And it's not as if the

Why exactly should the hardware vendors be terrified? It might be that if the stuff gets cheaper, more can afford to buy their own racks. And it's not as if the cloud business is about to fail either. Sure, some vendors might sell less, but it's not as if the entire industry is in danger, as the headline seems to imply.