Hypercovergence isn't about hardware: it's server-makers becoming software companies

Clouds sell compute by the glass. On-premises kitmakers want to sell wine-as-a-service

Public cloud is supposed to be a mortal threat to enterprise hardware vendors, whose wares look clunky and costly compared to a servers-for-an-hour-for-cents cloud and the threat looks scary " until you actually use a public cloud for a while."