Rackspace has an “in” with their existing traditional hosting customers. But you have to ask yourself how many of them already are satisfied with a traditional model of computing. After all if they don’t even want to host their own infrastructure what’s the appetite for investing in the development effort needed to build cloud aware applications.
This means that beyond their existing customers they have to appeal to the market you mentioned above. This is a competitive landscape. These organizations not only have to choose between vendors but platforms and strategies. Do they want to just extend their existing enterprise using vCloud or SCCM/Azure (one day). Or do they want to build a new delivery model all together. Once, this decision is made the next question is which platform/vendor.
What’s the pool for this type of organization. Rackspace is probably the best option for an Openstack Cloud but what’s the market potential for OpenStack clouds? I agree this is what we are seeing in their results.