Worthwhile InformationWeek interview. Choice quotes:

InformationWeek: Citrix CEO Mark Templeton described four power centers that seem to be emerging in the cloud: Amazon/Xen, VMware, Microsoft Azure, and OpenStack. Do you agree with that assessment, and would you modify it in any way? Crosby: I think it’s right.

.. VMware’s opportunity is to displace Microsoft, BMC, HP, etc.

… If there were 50 vendors going on about IaaS, the clutter would be so bad that the incumbent would walk away with it all. … OpenStack is to align the industry around a vehicle to meet commercial needs but also move faster to deliver core components that people are fighting around that has no long-term commercial value.

InformationWeek: Do IT professionals have a clear idea of what the cloud is at this point? Crosby: I don’t think general IT has a clear idea of cloud and what it is.