One of the more interesting sessions at Gartner Symposium was on "Cloud Computing: Changing the Vendor Landscape." Gartner Analysts David Cearley and David Mitchell Smith predicted that by 2013, only two vendors will be perceived as leaders in both cloud computing and enterprise computing. Those two vendors are likely to be Microsoft and VMware, they said.
Smith noted that the companies seen today as enterprise computing leaders, such as SAP and Oracle, aren't seen as cloud computing leaders; and cloud leaders, such as Amazon, Salesforce, and Google, aren't seen as enterprise leaders. Over time, they say this will change.
Smith said Microsoft's choices were "insanely complex" as it offered all sorts of products in all sorts of ways.
VMware, on the other hand, is not trying to be a provider -- just an enabler, Smith said.