Marcus from Stefan's team blogs about this new research note from Merrill Lynch: "by 2011 the volume of cloud computing market opportunity would amount to $160bn, including $95bn in business and productivity apps (email, office, CRM, etc) and $65bn in online advertising".

Since I am someone that does not get a good sense of scale from a single absolute number, I looked up some studies on the enterprise application integration and middleware market size: from this sum up at ZDNet back in 2005: "Worldwise application integration, middleware and portal license revenue totalled $6.7 mil in 2004, a 5.8% increase from 2003 revenue of $6.3bn, according to Gartner".

mmm... interesting!