Y Combinator puts CRM at #6 of it's list of 30 ideas it would like to fund. It's also good to see 'Outsourced IT' at #4. I think the industry is about to experience to major paradigm shifts:
The Cloud is one of these shifts. Over the next ten years companies of all sizes will seriously question the need to have servers and infrastructure in house. Do people want their own generators or do they want to buy off the grid?
The IT Rebellion will be another. The fact that most CIOs can never become the CEO is telling. I believe that many companies will begin to radically restructure their IT arrangements. These restructures will go beyond simple outsourcing arrangements and will be synergistically tied to cloud migrations. Today these IT Rebellions are limited to regional and departmental skirmishes. Expect these to become enterprise wide.
Microsoft is well positioned as neutral party in both these paradigm shifts. We are well positioned with respect to the cloud (I wouldn't have moved from my beloved CRM team to Cloud Services if I didn't believe that). On the IT Rebellion front we are always faithfully served both business user and IT department and I believe we will continue to do so.