I hate to say it but Azure, AWS etc is really going to put the hurt on these guys. With a little training, any of us can cloud host our clients and at a much lower cost. The days of building out your own data center or renting fixed capacity in one to sell hosting services profitably are over. Heck, cloud storage is now basically free for anybody who has Office 365.
This is why I'm not out marketing online file backup. Our soluton is highly differentiated as business continuity, and even with that, there is no guarantee it won't become more commoditized down the road.
This is one of the darlings of wall street and doesn't look like the chart of a company that can survive. If your stock price isn't a 'hockey stick' in the tech industry, hang it up long term...
http://goo.gl/V3pgX1