Doesn't really matter what percentage has EMC installed....
(which is a lot more than anybody else really)
What really counts here is that with the offering of a converged storage and compute is the ability to have a consolidated envrionment, opening many more potential customers up to EMC. (Or any other vendor who takes the same approach.)
- If EMC were to take the converged storage/server capabilites into the VNXe line, customers would be given the opportunity to utilise Virtuallised servers within Virtualised storage, all pre-qualified with all or most of the bit's they would ever need in a low cost package.
That would cover the SMB market very well as the VNXe has a very low cost of establishment.
- Put it in the VNX line and you'd have the SMB<Midmarket and upper mid market squared away.
- With the VMAX lineup, covering the upper MidMarket (VMAXe) to big end of town with the VMAX.
Which ever market segment customers chose, having all of the bases cover, increases foot print, and this can only be good for EMC and thier customers.
The biggest advantage to the customers, if of course having it built as a pre-qualified, pre-tested, high-grade storage and servers doing exactly what they need and because it's all pre-qualified and tested, customers wouldn't have to worry about what will and won't work.
As for Project Lighting, I'd suggest it's more of an extension of FastCache rather than FastVP, which would make sense as it would behave as a local cache rather than a component of a tier, similiar to PAM-II/Flash Cache but at the host side.