I think you're right, but at the same time, Google or even Microsoft are in no position to do the reverse -- compete with IBM in the corporate world where big c

I think you're right, but at the same time, Google or even Microsoft are in no position to do the reverse -- compete with IBM in the corporate world where big customers run their own clouds and define a lot of the rules and bureaucratic processes. Google's paid cloud app stuff didn't even have urgent telephone support until recently, and there's still not (and not going to be, I think) any way to get your google rep to explain stuff to you over the course of a few months (and fancy dinners out), before finally tailoring you a customized (and pricy) contract. Microsoft, I think, knows how to do those things much better than Google, but are instead hampered by the relatively pukey quality of their cloudy offerings so far -- they're playing catch up, years behind Google, and internally conflicted by the still-huge revenues of their legacy cash cows. I'm not saying IBM can win in this market, just saying that Google Docs, Dropbox, Evernote, and all these cloudtastic superheroes of the consumer market have yet to achieve significance in the weird altiverse of Big Corporate.