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Amazon's web services business (AWS) is becoming a real growth engine for Amazon (AMZN),...

Amazon's web services business (AWS) is becoming a real growth engine for Amazon (AMZN), and Netflix's (NFLX) Adrian Cockcroft sees it maintaining a dominant position in spite of competition from the formidable OpenStack alliance. Cockcroft estimates AWS doubled in size over the past year, and doesn't see a viable alternative arriving for 2-3 years.
Comments (1)
  • bilton
    , contributor
    Comments (2404) | Send Message
     
    Why is this a NFLX market current? News maybe but that is doubtful too.

     

    How would Adrian know about Amazon's AWS being in a dominant position. He is just a video distribution developer and is not privy to Amazon's internal data about AWS. Nor are JPM or other analysts who see it as a "real growth engine". They do not disclose anything about AWS financials. Google could create a "viable" alternative tomorrow with their computing power and undercut Amazon.
    31 Aug 2011, 09:26 PM Reply Like
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