Our company has done such a reset towards cloud computing in the last five years that the IT research organizations are noticing the strategic direction Microsoft is taking. Here is a post on pcmag.com about a Gartner presentation on cloud vendor comparison from at recent Gartner Symposium: http://blogs.pcmag.com/miller/2010/10/gartner_will_microsoft_and_vmw.php.

-Hanu