The enterprises Rogers is talking about are using the cloud in several important ways. He says, "Definitely, we're seeing that some of the more packaged apps are candidates for placing in a more service-oriented infrastructure. The other is what you'd think of as development apps and environments. Customers are rapidly moving development, testing, etc. into a service architecture since those must change quickly. Any time they have large collections of servers that becomes another place to start thinking about cloud infrastructure."
Rogers isn't sure how many enterprises will buy the cloud-oriented tools, but he is confident that the move to cloud is "a very fundamental transition happening within the data center. Virtualization was the leading edge of this, and people are trying to get to a completely virtualized infrastructure where they get computing on demand. It was hard to deliver ten years ago because the technology wasn't there. Products like Data Motion let you carve up your data and lay them out in chunks to different servers in different locations. This will sweep through the IT industry -- it's already beginning and I think we'll see it at least quadruple in the next year. It's also economic. People need to cut IT budgets. They want to cap expenses."
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