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Is it just me or the "trillion dollar" figure is completely unrealistic? I mean, even if there are no price wars (and they are inevitable), there isn't any real
by throwaway-1209 9y ago
Is it just me or the "trillion dollar" figure is completely unrealistic? I mean, even if there are no price wars (and they are inevitable), there isn't any realistic possibility to capture all of IT spend. With price wars in the picture, we'll see a race to the bottom which will erase much of the margin, and make some of the "table stakes" capabilities unprofitable to some of the players, further cutting into the profits.
- jpatokal 9y agoThis year's market for IT is around $3.5T, and the pie is still increasing. Public cloud grabbing a quarter of that by 2020 seems entirely feasible. http://www.gartner.com/newsroom/id/3482917 http://www.gartner.com/newsroom/id/3482917
- crypto5 9y agoBut "datacenter systems" are only 170B out of 3.5T there..