The truely humongous buyers, like Amazon / Google / FB, certainly don't buy dell anymore, also don't buy software from people like Aerospike. Medium-size compa

The truely humongous buyers, like Amazon / Google / FB, certainly don't buy dell anymore, also don't buy software from people like Aerospike. Medium-size companies ( say, box, or AppLovin, or PayPal ) buy software, have some cost consciousness, and buy Dell. I expect Dell will come out with some chassis closer to what Supermicro has been offering to the market, I also see some defection just like you do. However, that's all speculation.