I think that, much like the web in the late 90s, cloud services will provide an advantage for some companies. It is not a game changer, just another tool in the toolbox. I see some companies jumping early (some will get burned), some wholly dismissing it (again, some will get burned) whilst most others are cautiously keeping a check, running trials or slowly employing where it is deemed appropriate (probably a few scalded hands but not as bad as the extremes).