Read it here:
The cloud is the future in some respects, and Microsoft has to compete against the 'cloud' competitors such as Google. I firmly believe Microsoft can offer a better cloud portfolio than any other provider to boot.
Where does that leave SaaS Providers - the intermedias, USA.Nets and Cobwebs of this sector?
Well we simply all have to offer what Microsoft does - and more. This isn't as hard to do as one might initially predict. Offering tight integration with non Microsoft products to Customers is a real win, something Microsoft aren't tradtiononally doing. Offering more personal bespoke solutions, Account Managers to a Customer that Microsoft wouldn't, and fine tuning what a Customer wants all the way to personalizing their Backup routines and custom integration into their on-premise AD's - this is where we will all excel.
MVP - Exchange Server