Article is here at Firstround capital. This goes to a point I’ve made many many times to customers going the cloud route exclusively rather than the internal infrastructure route or hybrid route. Basically it is that the economics simply don’t work. We’ve used a set of models based upon observed customer use cases, and demonstrated this to many folks (customers, VCs, etc.) Many are unimpressed until they actually live the life themselves, have the bills to pay, and then really … really grok what is going on.

Article is here, take it as a rumor until we hear from them. My comments: First, M&A; is hard. You need a good fit product wise (little overlap and great complementary functions/capabilities), and a culture/people fit matter. Second, sales teams need to be on-board selling complete solutions involving the acquired tech. Sometimes this doesn’t happen, for any number of reasons, some fixable, some not. Third, Cisco is out of the storage game if this is true.