Cloud computing is a big space. Telvue does not compete with IBM or Google or anyone in the areas of business data processing or storage. But, in their corner of the cloud, providing hyperlocal streaming video services, hardware and storage, they have the edge over any of the big guys.
In pragmatic business terms, if an IBM or Apple or Google decided it wished to dominate in those areas, they would simply cough up a check to the one or two leaders in the field and buy them. In that case, it would be the shareholders of the acquired company that made out, bigtime.