You used to boast of the size of your processors, now you don't. The revenue growth in storage is 2.5 times that of network communications equipment which itself is greater than servers or PCs, he claims. Islands of information , such as the customer's information vs. your supplier's vs. headquarters' vs. your department. Information centrality increases value . The number of people with access to information is going up .
More people means more value means more value for the leading companies.
Never bet against what engineers can do. Storage is now attached to networks, not to computers. IT technology in Global 2000 companies is like the Big Dig in downtown Boston. It's hard to change things. You still have to carry the existing traffic while you make changes.