Read this article by Owen Thomas on why Sandisk should acquire Kodak. It’s a good analysis of what’s going on in the Storage market, and how they become some of the biggest beneficiaries of the digital entertainment book and the growing importance of digital photos, music and movies.
Also read this article by David Kirkpatrick on how Microsoft and Google are about to launch in a spending competition on server and storage hardware and network infrastructure to cater to the world’s hunger for software delivered as a service.
And of course, iPod has been a huge success in packaging storage as a sexy consumer gadget.
In light of all this, what is the conversation between Eric Schmidt and Jonathan Schwartz? Sun has some really sophisticated expertise in data center management and distributed computing. Perhaps, SUN’s return to glory would be in merging with Google, making McNealy’s dream come true by creating the first true challenge powerhouse against Microsoft that includes a credible Enterprise strategy?