Amazon: The New Old AT&T

November 22, 2017

I read “AWS Launches a Secret Region for the U.S. Intelligence Community.” The write up does a reasonable job of explaining that Amazon has become a feisty pup in the Big Dog in the upscale Potomac Fever Kennels.

The main idea, as I understand it, is that Amazon is offering online services tailored to agencies with requirements for extra security. Google is trying to play in this dog park as well, but Amazon seems to have the moxie to make headway.

I would point out that there are some facets to the story which a “real” journalist or a curious investor may want to explore; specifically:

  • AT&T of Ashburn fame may be feeling that the attitude of the Amazon youthful puppy AWS is bad news. AT&T with its attention focused on the bright lights of big media may be unable to deal with Amazon’s speed, agility, and reflexes. If this is accurate, this seemingly innocuous announcement with terms like “air gap” may presage a change in the fortunes of AT&T.
  • IBM Federal Systems, the traffic disaster in Gaithersburg, may feel the pinch as well. What happens if the young pup begins to take kibble from that Beltway player? A few acquisitions here and few acquisitions there and suddenly Amazon can have its way because the others in the kennel know that an alpha dog with tech savvy can be a problem?
  • The consulting environment may also change. For decades, outfits like my former employer, the Boozer, have geared up to bathe, groom, and keep healthy the old school online giants like AT&T, Verizon, et al. Now new skills sets may be required for the possible Big Dog. Where will Amazon “experts” come from? Like right now, gentle reader.

In short, this article states facts. But like many “real” news stories, there are deeper and possibly quite significant changes taking place. I wonder if anyone cares about these downstream changes.

Leftover telecom turkey anyone?

Stephen E Arnold, November 22, 2017

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