Everyone wants a place in line at Heaven's Gates! HP, Intel, Yahoo just created their own cloud in the skies. There have already been players in this space - Amazon's been doing this with their Elastic Compute Cloud (EC2) framework and their Simple Storage Service (S3). Unfortunately, in recent months, the Amazon offering has been beset with some stability challenges. IBM and Google had already made their foray into this space, and Microsoft is also headed that way.
IBM had pushed for the network computer in the 90s - it was the right idea, but it was a few years too early. Now is the right time. I presume that networking companies are going to try to put more into the network routers - or at least take credit. But Cisco's thrust into messaging the Human Network is admirable, although, I guess Telepresence does stand out.
I see many Google engineers with a sticker on their laptop that says "My other computer is a data center".