Mary Jander has written a nice little post on Microsoft's Azure. To be clear, I do feel that we as an industry are moving toward platform based cloud computing such as Azure. But I also fear that we need a kind of intermediary environment where we can use a Window Cloud Edition within our own infrastructure and or use the MS cloud if we so choose. What is missing in most these platform plays is, how do I get my data if I want to leave? I haven't played much with Azure, but in the case of Googles App Engine it's tricky.
What does need to happen to make cloud computing more popular with enterprise IT? "A platform is kind of step two," says Reuven Cohen, co-founder at CTO at Enomaly, a developer of enterprise cloud computing software and a potential Azure competitor. "The first step is using the tools that they already have. So infrastructure as a service, once they're comfortable with that, the platform will be an easier sell."
I also wouldn't characterize Enomaly as potential Azure competitor. We're more of a supplement as in Vitamin C.