The availability of flash in server boxes is a disruption since, for the first time, fast and persistent storage is in the same tier as applications, Sinha says.
Among tech companies, different strategies are emerging as some companies decide to be specialized niche players while a very small number of other tech vendors choose to play at one or more levels of the 3-tier cloud stack: applications (SaaS), platforms (PaaS), and infrastructure (IaaS).