Here is a simple exercise. Resort the the following alphabetized list of IT companies in the order of which would be most important to you as critical enabler in getting your organization onto the Cloud. Emphasize the ability to create Cloud exploiting apps. Give credit for SasS delivery; Cloud development processes plus tools; and having Cloud vision, range and depth of services:
Adobe
Amazon
Apache
Apple
Backbase
Facebook
Google
HP
IBM
Microsoft
Motorola
Mozilla
MySpace
Nokia
Novell
Open Source
Oracle
Redhat
SAP
Serena
Sun
Sybase
Tibco
Yahoo
Now did you, like me, find IBM remarkably low on the list of Cloud Enablers? Yes Notes and SameTime and Rationals latest and greatest; but still remarkably low.