Over the transom yesterday slipped from Summit Redstone’s Srini Nandury about things he’s learned while chatting with various unnamed sources in Silicon Valley.

Among the interesting tidbits Nandury brings up is that Cisco Systems (CSCO) needs to buy NetApp (NTAP), that Pure Storage (PSTG) has sought to sell itself, and that Amazon’s (AMZN) AWS cloud computing service is turning off some customers with its pricing.

NetApp...