I tend to see the cloud as the mobile robust twin. The mobile is the agile one, while the cloud must secure everything. They came together, just in time to create this information revolution we are now seeing.
And I'm talking about a real Cloud. My experience is with the Microsoft Azure, which has an excellent SQL service. I know Amazon and RackSpace have excellent offers, but I haven't seen anything like SQL and Windows Azure still.
Azure doesn't just provide you with an server, but with scaleable services that are very complete. And they have managed to made they run faster than even our own servers in house. And not just 30% but ten times faster!
And I'm sure you can imagine the importance of 10 times faster in mobile!
Azure's "pay as you go" services made our own entry in the app world both feasible and possible, and we share that we many other apps developers around the world.
To investors I would say, that they shouldn't even consider connected ERP apps than don't use the Cloud. We need secure, fast and flexible storage that are available globally. And that's exactly what the Cloud provides!