NEW YORK (TheStreet) -- The big cloud-computing headline is that we may soon stop using the term. Cloud has become the mainstream of computing, just as e-commerce has become the mainstream of commerce.
Cloud is not an option. Virtual operating systems and infinite scaling, a "barbell" in which the high-end hosts and hand-held device makers crush the computing middle class -- that's the reality for businesses and investors.
The question for 2014 is how many public clouds will survive the coming shakeout.
Amazon.com's (AMZN - Get Report) vicious price war strategy has given the world's dominant online retailer most of the market, so Google (GOOG) and Microsoft (MSFT) have had to match prices and features. IBM (IBM) is promising "big things" for early next year, but it's unclear whether Big Blue can add any new features to make much of a difference.
If IBM can't make a dent in Amazon's lead, what are the chances for success for Hewlett-Packard (HPQ), AT&T (T), Verizon (VZ), CenturyLink (CTL) or Rackspace (RAX)? With Amazon's infrastructure system becoming an industry standard, same goes for VMware (VMW), Citrix (CTXS) and RedHat (RHT)?(CRM), NetSuite (N) or even Oracle (ORCL), based on Oracle's proprietary services and databases. There are savings, the software all updates together, it's the same inventory, customer management or human relations system as before, so why build a private cloud?