It sounds familiar - again!

"Companies like to keep control of their servers and the applications and data that run on them, so even if they could upload their ERP systems onto the Amazon EC2 or the Google Apps clouds, they probably wouldn't. Maybe someday, but not today"

And yet many companies don't think twice about running their systems at off-site locations such as with IBM, EDS etc. - particularly mainframe stuff where it can be much cheaper.

As with most of these things, what is the norm in the mainframe world will trickle down to the smaller servers eventually.