(FORTUNE.COM) — The other day Marc Andreessen gave me an impressively cogent analysis of what’s happening in business IT. True, his ideas added up to an argument why his company, Opsware (formerly known as Loudcloud), would thrive over time. Call me gullible–after last week’s column on Microsoft, plenty of you already have–but I think Andreessen’s probably right on both counts.
Link: CNN
