IBM Plans Big Spending for the Cloud - NYTimes.com

A snapshot of IBM's cloud competitor perspective

"As all the competitors begin to jockey for contracts from start-ups and established businesses, each is expected to bring its own relative strengths to bear. For IBM, Mr. Clementi said, this would include the ability to integrate existing computing facilities with an external cloud; stronger management and privacy controls; and a deep understanding of business processes.
“I don’t encounter Google outside of their traditional work,” he said. “They aren’t delivering the ability to deliver a mobile application that can hook into a general ledger. Sometimes I run into Amazon.” Referring to more traditional competitors, he said, “With Hewlett-Packard, I don’t see the reach or the breadth.”"

IBM Plans Big Spending for the Cloud - NYTimes.com