OCP shifts design control to the customer
And another thing, Drew. There's no reason why HP, Dell or Lenovo won't become major manufacturers of OCP designs. They already produce them, grudgingly, when customers ask for them. That's the real point about Open Compute. Power over the design shifts from the manufacturer to the consumer, which makes already slender margins a little thinner. And the private cloud builder knows he's got some say over his next generation of hardware. Facebook and financial services want that. Anyone trying to makeover their data center, as Bank of America is, wants some say over the components going into it. I think eventually, Open Compute will play a role in creating a baseline, common denominator set of devices, mass produced to a very large scale for many customers, It hasn't happened yet, I know. But it will.