That's not really their marketshare/growth area. The real money is the enterprise stuff, and no one is as slick in there. Having hot swappable VMs running on bl

That's not really their marketshare/growth area. The real money is the enterprise stuff, and no one is as slick in there. Having hot swappable VMs running on blades connected to a SAN with real time load balancing is as slick as hell, as well as costing a pretty penny. Add to that a really slick management console, and there's a reason why they own the space. I would question their long term (15-20 years) viability. The major part of their enterprise profit is for legacy apps, virtualizing some fox pro database backended windows 2000 box. It's a lot easier to virtualize the thing than reengineer the thing. Sooner or later though, the requirements for all systems go away, and stuff like that will get migrated to some newer system, cloud or otherwise. The market for straight cloud systems, like s3, is a lot more even.