As the show came to an end SiliconANGLE's John Furrier and Wikibon.org Dave Vellante wrap up the key activities, news and trends. The Cube is directed by Michael Sean Wright and technically directed by Mark Rizzn Hopkins . The Cube at Sapphire. Below these are a large group of single-silo vendors who sell just storage, network switches, or similar limited product sets, including established vendors like Broadcom and NetApp and the Flash startups of the last few years. Many of these are excellent companies with advanced products. But in a market that is moving away from best-of-breed to converged hardware and virtualized environments, they as a group are all very vulnerable. The flash storage vendors like Fusion-io are high growth startups today, but their future is not that bright. Already IBM, for instance, is selling its servers and mainframes with large amounts of flash built in, and that flash is read/write. All the big vendors now have flash-only arrays. Fusion-io itself has found a market in providing large amounts of flash on the white-box servers in hyperscale environments, but it is only a matter of time before the manufacturers of those boxes start adding their own flash storage to their products. The future for most of these companies is to sell themselves to a major vendor while they can. All of the survivors among these vendors will look very different a decade from now, and the market itself will be restructured. White box vendors, which may include HP and possibly other U.S. and E.U. based companies, will dominate a large portion of the hardware market, almost all environments will be fully virtualized, public and private clouds will be so tightly integrated that they will have no clear boundary, and differentiation will be in the software layer, which will be totally separated from the underlying hardware. In the third part of this series I will look at the impact of this technology revolution on the careers of the people in the industry and on the economy at large.