I'm not a big fan of this new fangled cloud thingamajig. I like to keep my data local where there are no worries of lockouts on sunday mornings due to maintenance. no worries employees are pillaging through my personal photos or clandestine goverment agencies rummaging through my data, making a dossier of me to see if I'm a likely al-queda candidate or have terrorist tendencies.
That aside, The introduction of the iphone forced carriers to upgrade their services and offer better consumer experience. With the arrival of everything in the cloud, netflix, icoud etc. I only see providers as realizing they HAVE to upgrade their services and start providing more bandwidth and better customer experience. Whether the carriers and the old business model hats like it, everything is going digital or already has and they must adapt, adopt or die. I'm not worried. I won't be an adopter of this cloud thingy but I do see it as a great way to get providers off their collective ip asses and have our service improved.