Dropbox and iCloud: David vs Goliath?

Today I saw this article in Wired on Dropbox and found it very interesting based on the classic David vs Goliath comparison, where the small, innovative solution is pitted against the larger, more established solutions and vendors (Apple and their new iCloud offering). In this respect, the Dropbox vs. Apple story is similar to the Palo Alto Networks story of bringing new innovation to a very established market (firewall), against pretty tall odds, competing against large, established vendors....