Charlie, Seems like there are a number of these providers taking aim at AWS, with some twist like all SSD, or charging by the second. But are these subtle differentiators, and some incremental savings, enough to make enterprises take a chance with production workloads?
My guess is, no. If I don't like Amazon, I can go to RackSpace or IBM Softlayer. In the scheme of things, a 10% or even 20% price premium isn't worth taking a chance. That tends to limit the market opportunity in a business where margins are so thin that you *really* need volume.