I think we'll see a trend of cloud fragmentation again, once there are more good cloud software stacks. Imagine something like OpenShift + OpenStack + Ceph tha

I think we'll see a trend of cloud fragmentation again, once there are more good cloud software stacks. Imagine something like OpenShift + OpenStack + Ceph that does not suck and can be controlled by something like Terraform and support various types of hardware. That's just a crude example I can come up with quickly to demonstrate the concept. Something like that will enable many more types of players in the market and people can use a mix of them or self host. It will be good for IBM to be in the middle of this, since the first such stacks will probably come from a large player that doesn't have a dominant existing cloud service. It will also be good for IBM's hardware expertise. I think this trend will come, companies are getting locked into AWS almost deeper than some companies got themselves nailed to IE6 + .Net at some point. This is fine when the benefits appears to outweigh the risks, until it doesn't.