Andy Kessler: WSJ: The War for the Web (Yahoo, Google, MSFT)

Link: Andy Kessler: WSJ: The War for the Web.   Some good quotes here:
"These (computing) clouds are multibillion-dollar investments. Google spent $842 million in the last three months on servers, data centers and fiber optics..."

"New cloud applications appear every day – backing up files, managing your money, editing photos, running the back end of multiplayer games like World of Warcraft. Now corporate America is evaluating moving its accounting, scheduling, order management and the like into the cloud, and speed will be a top priority. Advantage Google..."

And the best one, imho:
"Google hates using people for these tasks. The company may love programmers and probably customers as well, but it tries to put absolutely no one in between them. Google's genius was to automate all its Web page creation and to have a market set prices for ads..."