BSkyB to buy the cloud

Rumour has it that BSkyB are buying the Cloud. I suspect this has untold ramifications that require considering. But, I’m just a community observer, so here’s my thoughts:

1) Firstly, and most importantly, someone, somewhere has realised that being able to access t’interweb on your mobile is the way forward (Doncha love em, taken ’em nearly a decade, but they’ve got there!)
2) Someone, somewhere has realised that there is a major issue with data over mobile and in order to make it work, you need to be playing the middle mile game (ie fibre to the mast)
3)  You backhaul and longhaul folk need to resolve your issues at the masts. We know now it isn’t the feed, but the management of packets (to simplify it all).
And finally, where does this leave the incumbents and the first inch like RIM, Apple etc? Particularly when you read this too.