Recently Eric Greenwood from OnlineStorage.org asked, me “..Do you have any opinions on how cloud computing companies are going to effect the online storage service industry? A view from an economic mind like yours would be very interesting!”
Aren´t online storage service providers themselves also cloud computing companies? I am a heavy (not yet paying) user of Dropbox and would say this actually is a VERY typical cloud service. Therefore I would understand the question more like: How do other cloud computing companies impact cloud storage providers? Difficult to say. I would actually assume that the main impact will not come from the cloud but from the desktop. More and more “thin” devices, like Google´s notebook, are coming out that don´t have on device storage any more. If many people switch to those devices, I assume there will not be any need any more for pure online storage solutions – as all the data is anyway in the cloud already. So I would say that the pure storage providers will have to develop into providing added value on top of storing pure data like offering albums for pictures, sorting solutions for music.