Not so sure...
I'm not so sure this holds up.
Most cloud services, including iCloud, sync to the PC and Mac. At that point, any competing cloud service can be installed and sync all the data to its service. Apple is already demonstrating this with their instructions to developers to transistion from MobileMe to iCloud. Also, for the next three months Apple is offering no cloud service to new users (MobileMe is closed). Customers can use Google to sync until then, then sync with iCloud later, or vice versa.