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SillyValley

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  • Public Cloud Price War Starts Hurting Cloud Software Suppliers [View article]
    Although this thread is dominated by Google and Amazon, don't count out Microsoft. Their very survival depends on the cloud because no one will be buying devices with Office-type apps loaded on them any more. That gravy train is about to derail. So for software revenue, its cloud based apps like Office 365 with Azure running virtual apps, streaming media and managing data. Once consumers and business is confident their data will not be hacked, the cloud will explode and if MSFT is not positioned well, adios. They have the cash to build a lot of Data Centers to house their cloud and control their own destiny. They just need to make a commitment. They have perpetually been me-too which hasn't worked out so well. This could be their last chance to be a leader again. But I'm not sure they have the guts. My $$$ is on Amazon. Bezos has guts, and many investors recognize that.
    Mar 4 09:59 PM | 1 Like Like |Link to Comment
  • Public Cloud Price War Starts Hurting Cloud Software Suppliers [View article]
    When discussing the cloud, you have to consider the entire eco-structure of the offering - the software of course, with virtualization, security and reliability being key attributes, and the hardware to run it, which is the Data Center. AMZN has the whole package and thus can control the cost of the whole cloud eco-system. After consolidation, it will be AMZN, Google and MSFT who own this business while the pure-play S/W providers vanish like so many other tech companies that only had a piece of the next big thing.
    Mar 2 08:15 AM | 1 Like Like |Link to Comment
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