Who are some of the providers moving to vertically integrated and standardized outsourcing solutions?
Sethi: There are certain vendors that are acquiring the entire stack of vertically integrated solutions that their clients, CIOs, really need. That’s why we call organizations like an IBM, Amazon.com or Google, winners. Amazon and Google, from a public cloud perspective; and IBM from a public [cloud perspective] and its ability to provide private cloud infrastructures, have made tremendous investments to provide a vertically connected suite of offerings. But even Google and Amazon need to change and make up their minds as to where they will make the next big-bang move. Is Google really going to make a bet on the Android, or are they going to carry on investing in creating that complete stack? Microsoft is a potential winner. [CEO Steve] Ballmer said that 70% of Microsoft’s workforce is going to focus on developing cloud-based software, and in the near future, that will be up to 90%. Those kinds of statements don’t come from an executive of his stature if he doesn’t believe that is the
