Another thing is that we will never provide the full range of Microsoft solutions. Microsoft already does that. Our edge is that we can offer more than just Microsoft products, and as we're running in EC2, there's a whole range of providers offering additional value as well. For instance, we're going to support memcached, because it's industry standard. Microsoft will support Velocity, because that's what they make. I think this is a substantial and important difference.
To sum it up, we're going to support file storage, message queues and what you need to build a scalable web application. Some may be the Microsoft flavor, and other may not.