Not that I fully agree with everything in the following but there are some concepts here I hadn't thought of.
The New Horsemen. On the rise of Cisco, EMC, VMware, Dell, and Oracle as platform players.
And
EMC/Cisco/VMware vBlock – an Economists Perspective.
One of the ideas I find most interesting is that Cisco/EMC converging on this area alone is going to the speed up the move to private cloud as everyone else repositions and tools up to work with or go to war against the alliance.
