A continuing explosion in the amount of data enterprises have to store will bring disk storage revenue back to pre-recession levels by 2011 or 2012, Conner believes. In the second quarter, the total disk storage systems capacity shipped grew 54.6 percent from a year earlier, reaching 3,645 petabytes, according to IDC. (Revenue grew at a lower rate because the cost per gigabyte of storage went down.)
"It's not something you can buy once and then forget about for five years," Conner said.
Sign up for CIO Asia eNewsletters.