Here is an interesting factoid that Sungard's Don Norbeck pointed out to us. When you use Google Trends to do a comparison of search queries for the words "virtualization" and "cloud computing," you'll find that 2009 is the crossover year when cloud computing consistently beats virtualization. That's one reason why we love the infrastructure industry so much — there's always "the next big thing" that, no matter how good or bad the economy is, gives us all something to look to the future for.
