I wouldn't put it past them to try a stake at the hosting market as well. Yahoo and even Microsoft is doing it so it would not surprise me at all. What is really a ticker is Wal-Mart/Sams Club hosting!
Seriously, although the industry does have plenty of competition already, I would not be too concerned about it. There is a great BIG ocean out there and plenty of fish for all. Get them into your local bay (your part of ocean) with excellent customer service and uptime and you should do fine.
Best Wishes for a .Net Success!
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