In July 2009 I wrote an article entitled Cloud Computing Providers — are they content providers or carriers? and in January of 2011 Chuck Hollis wrote an article Verizon To Acquire Terremark — You Shouldn’t Be Surprised. Now with the Terremark acquisition almost complete and RSA Conference 2011 also over, at which I talked to Terremark about the benefits of belonging to Verizon, a picture is starting to emerge. Yes, my predictions in 2009 make sense and still hold forth today, but is there more of an impact than we realize?