Since Microsoft's forecast - and its margin implications - is nothing to sneeze at, we asked industry analyst and cloud spotter Amy Wohl what she has been seeing. 'The first thing to keep in mind is that we have some semantic confusion, as is usual at this stage of a new market, around just what is a cloud. We are now pretty sure that what we used to call grids and what we now call clouds is the same thing. But we also have things called 'platforms' that seem to be very much like a kind of cloud (and are sometimes called clouds) and then there is SaaS itself which looks very much like a cloud with some application software.