Google & Microsoft will both do very well, indeed. Even then we will have a decent business if we execute well. First, we are much smaller, so it takes a lot l

Google & Microsoft will both do very well, indeed. Even then we will have a decent business if we execute well. First, we are much smaller, so it takes a lot less to be successful. Second, even in the face of the most successful business on the planet, Intuit and Adobe succeeded well. Third, monopolies are exceptionally rare, and fairly transient - so Microsoft's Windows/Office monopoly is likely to prove to be the exception than the rule, even for Microsoft itself. Linux on the server side, Mac on the client, Firefox/Chrome in browsers ... all point to that. Dell is an outstanding success, and still only holds somewhere under 20% of the global PC market. That's what I expect to be true in cloud computing. Bottomline: there are going to be many players with many successful strategies.