Conry Murray: 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. Certainly, Amazon has an enormous lead. I think the outage of a few weeks ago and subsequent explanation of how they fixed it shows how hard it is to run a public cloud service.
Conry Murray: Do you think these power centers will change over time?
Crosby: The traditional service provider segment wants to be a part of this. You'll see more acquisitions as service providers look to add to their portfolios; so Verizon took out Terremark, and you'll see others. And you'll see specialization. There will be geographic specializations to address compliance issues of where data can be stored. There will be a phenomenal adoption of cloud in Japan because they are going to have 25% less power in the coming summer.