For the past few years, I have greatly valued being on Jason Maynard’s email distribution list at Wells Fargo, as I have found that he and his colleagues have one of the most solid perspectives on enterprise computing on Wall Street.

Earlier today, I received a fascinating thematic report entitled “Technology Convergence & Consolidation: Cash or Charge? Part Two,” that once again helped shed some new light on a key market dynamic in enterprise tech.

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