Comment by throwaway-1209

Is it just me or the "trillion dollar" figure is completely unrealistic? I mean, even if there are no price wars (and they are inevitable), there isn't any realistic possibility to capture all of IT spend. With price wars in the picture, we'll see a race to the bottom which will erase much of the margin, and make some of the "table stakes" capabilities unprofitable to some of the players, further cutting into the profits.