The Road Ahead For IT, From A Venture Capitalist's View

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What continues to happen to more traditional storage?

It's really all about the software that sits on top, I think. The management of data and application awareness. I think bits and the availability of bits are still important, but less so as bandwidth continues to increase. We've seen that all these box manufacturers, even the new guys -- Nimble, Pure -- have really struggled. Yes, they've continued to grow, but I think they will see margin pressure over time. They're just fighting a major tide in terms of white-box manufacturers and the software that sits on top of that.