@vesuvius: I left out the Azure strategy but agree with you on what you just stated. I think companies are really getting tired of paying for IT maintenance on all the servers and backups. Azure does the upgrades and backups for you. The heavy activity is in cloud services. Even personally I think we are getting more comfortable with the cloud and keeping our digital valuables backed up there.
I think most non-e-store companies won't accept case when everybody inside the company stand still staring each other just because the network (or even Azure itself) is down. At least they'll insist one or a few local servers there.