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Hey David! The horses have left the barn. Unlike the last great platform transition, the move to the Cloud involves moving billion and billions of existing data bits and documents. Much of this content (data + documents) is valuable "in-process" information vital to the current operations of legacy business systems. The last time there was a platform shift it was from the Mainframe-workstation era to the PC client-server era. Digital information was in its infancy. Today the volumes of digital business information is enormous. Meaning, the horses have already left the barn. The lock-in is set. Volumes of document content is locked into Microsoft Office applications, and can only be "worked" by either Microsoft Office, or Office 365. No business is going to move their systems to the Cloud and leve these billions of "in-process" documents behind. Another aspect to consider is the productivity equation which says that collaboration = the integration of communications and content (data + documents). ALL THREE must be integrated!!! Meaning if Microsoft apps have billions of documents locked up, an enterprise cannot make a decision based on best communications or data integration. They must choose Microsoft's Cloud where all THREE aspects can be integrated. This is the hook that has made Office 365 the most successful Cloud mover ever (85 million subscribers with an annual run rate of $13.5 billion - and all this after only two years in the marketplace) Quote: "The majority of IT decision-makers believe that vendor lock-in prevents their companies from maximizing the business value of public cloud. IT leadership often chooses not to move applications to the public cloud because they believe investing in just one cloud provider will hinder flexibility. Several studies reinforce this conclusion, stating that the overwhelming market dominance of public cloud players, like AWS, is negative for the industry. Even when using core services, such as Amazon Elast

Good interview but i'm looking for ways to short Box.net.  I left lots of sticky notes and highlights on this page - all of which are under the Visual Document list since i didn't have a Cloud Productivity list going.  I spend quite a bit of time studying Box.net, DropBox and a ton of other early Cloud sync-share-store operations while doing research for the Sursen SurDocs product.  Also MS-Live/Office/SkyDrive and Google Docs Collaboration.  No one has a good bead on a Cloud Productivity Platform yet.  But Microsoft and Google clearly know what the game is.  They even have a plan on how to get there.  Box.net, on the other hand is totally clueless.  What are these investors thinking?