RE: "IBM was clearly rattled."
"Centralized computing is no longer a valid business model. Get over it."
Another uninformed comment. Cloud computing, which IBM actually invented back in the 50's and 60's under another name, IS centralized computing -- just not necessarily in your center. Most of what we're hearing about cloud computing is nothing more than maketing hype to push cobbled together version of existing solutions.. What most people consider "new and improved" today is really little more than a revisit of past, proven solutions. Cloud, virtulaization, automated provisioning, etc., etc., are all well established mainframe functionalities that have been with us for decades. They're only new to those who got into this business in the days of client-server and afterward.