The message poster adds that more telling data will come sometime in April when first-quarter numbers come out and we can better gauge how much of last year's bullishness bled into 1Q '08. It's a good point, and one that's easy to overlook on a day when a $45-billion bid for Yahoo makes some industry observers see only a huge upside in the deal for storage vendors.
I had written a few weeks ago that one sure sign of a recession would be Starbucks closing some stores. The king of coffee chains said two days ago it will close "100 underperforming locations," and discontinue those Egg McMuffin knock-offs. So it's not all bad news.
But unlike a cruelty-free, double-mocha chai soy latte, storage has increasingly come to be known as a nondiscretionary budget item. Award quarterly merit bonuses to data center personnel, or purchase more storage capacity to comply with federal data archiving statutes? Not much of a discussion there for most IT shops. That may save the big storage vendors' bacon for the next quarter or two, but the years always tell us more than the days and the months. Stay tuned on this one.