How about the public cloud? Coile goes against conventional wisdom, as he thinks using Amazon is a non-starter for his small/medium biz customers because it's a variable cost. Small businesses need fixed costs so they can control their spending.
Interesting. I've heard precisely the same thing said of moving workloads to the cloud: OPEX reduces risk by making costs more predictable.
This somewhat supports my theory that the whole CAPEX/OPEX debate is primarily an expression of the personal preferences of CFOs.