This is a very thoughtful analysis and very topical (of course). I too, as the Technology Evangelist for GoGrid (http://www.gogrid.com), have been struggling to categorize the various cloud offerings in a way that people who are not completely tapped into the industry can (hopefully) understand. I've been calling it the "Cloud Pyramid" for lack of a better term, which has the categories as: Cloud Applications (e.g., SalesForce), Cloud Platforms (e.g., Google App Engine) and Cloud Infrastructure (e.g., EC2 and GoGrid). Details are here.
But I like your term Cloud Services and I'm trying to figure out if they would span the categories that I have described or simply be sub-sections within the Infrastructure Cloud (or even the Platform Cloud). Obviously this whole environment is in its infancy, in terms of market adoption, but the uptake is incredibly quick it seems.
I look forward to reading more of your insightful posts.
nice to hear from you. Oh, i'd say you're little less schizophrenic than you might believe. ;)
dave