Scoop: Is It a Surprise That Google and Microsoft Target Amazon?
May 22, 2012
Okay, “real” journalists are causing my blood pressure medicine to work overtime. I did not know that Amazon was a big deal. I am delighted that a major “real” news outfit reported for the first time in the history of mankind this insight: “Scoop: Google, Microsoft Both Targeting Amazon with New Clouds.” The insight which knocked me on my tail feathers was:
Google and Microsoft are two cloud providers that should have Amazon Web Services shaking a bit, in a way Rackspace and the OpenStack haven’t yet been able to. Google and Microsoft both have the engineering chops to compete with AWS technically, and both have lots of experience dealing with both developers and large companies. More importantly, both seem willing and able to compete with AWS on price — a big advantage for AWS right now as its economies of scale allow it to regularly slash prices for its cloud computing services.
Even though we have provided some insight to our hopeless befuddled investment bank clients, we totally missed the fact that Amazon had a cloud service, that Google and Microsoft seem to be playing a me too game, and that Amazon is rolling out new services.
How could the goslings have failed me? We thought Amazon was really a purveyor of hard backed books and diapers? I expect that the financial outfits who pay us to analyze the more subtle aspects of companies engaged in online will be firing us in the next minute or two. Now I know my IQ is below 70, not even “dull normal.”
I suppose I can become a WalMart greeter.
Stephen E Arnold, May 22, 2012
Sponsored by no one. I mean who would pay money to an outfit who did not know that Google and Microsoft were interested in cloud revenue.
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