Some providers are carving out niches in vertical markets, offering healthcare-, government- or financial services-focused clouds, for example. Others are banking on the hybrid cloud -- which combines both on-premises and public cloud resources -- as being the future the industry. VMware, sensing an opportunity in the market, recently announced plans to create a hybrid cloud offering.
Salesforce isn't competing with those offerings, though, Vellante says. Salesforce has found a niche in its ecosystem of customers and is nurturing and growing it. But Salesforce.com is not the be all and end all of cloud service providers now or into the future. "If you're running a big data app and you need a 10-node cluster spun up today to host your analytics app, you're not going to Salesforce," Vellante says. "You're going to Amazon or another IaaS." It's a different play for each of the providers, which is why Vellante says both of these companies -- AWS and Salesforce.com -- will be around for a long time, and they both likely will make a lot of money in the cloud.
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