His analysis of the storage industry is based on the concepts in Clayton Christensen's latest book Seeing What's Next, his latest work on the heels of his last two successes "The Innovator's Dilemma" and "The Innovator's Solution". I've only read the first book, "The Innovator's Dilemma" but need to check out these other two.
Ken explores the efforts of the incumbent players, and I agree IBM is farthest along, but not only for our "Storage Tank" architecture. For those not aware of Storage Tank, it was the code-name of a project from IBM's Almaden Research Center, productized as IBM System Storage SAN File System (SFS). Earlier this year the advanced policy-based data placement, movement and expiration features of SFS were copied over to IBM's General Parallel File System (GPFS) which has wide adoption among the High-Performance Technical Computing (HPTC) community. As I've said before, switching from one file system to another is hard, so it makes sense for HPTC clients who already use GPFS to make use of these new features by staying with GPFS, rather than trying to get them to move to SFS.
I also like Ken's analysis of "overshot" and "undershot" clients. Overshot clients are those that find what the marketplace delivers already "good enough" for their needs, and are price sensitive against paying for features they don't think they need. The undershot clients are those that the current marketplace set of offerings are not yet good enough, and are willing to pay a premium to the vendor or supplier that can get them closer to what they are looking for.
Changes are underfoot, and it is an exciting time to be involved in the storage industry.