I think it is not going to be black and white.
I have a hard time imagining three big providers that are all completely secluded from each other because I don't think customers want to go that way. I think, at the same time, customers have seen true value coming out of shared infrastructure.
I have the feeling that it is going to be a mix where you can have a lot of commodity applications that you can run on [the public cloud], which doesn't provide you with SLAs and makes it easy to fire off things. But, maybe there will be a number of smaller niche players that will address, say, the legal market because lawyers for example have a specific type of data privacy issue and those guys will build a slightly different service for that particular market.
I can see a nice mix but I definitely think that the idea of using your own and someone else's equipment is something that will prevail in the long term because it just makes economic sense.
