A Tale of Two Seattle Outfits: One Zippy, One Not So Zippy
December 1, 2017
I read “Microsoft Corporation Stacks the Deck Against AWS with Azure Stack.” The main idea from my point of view is:
Piper Jaffray analyst Alex Zukin said in a note this week that he believes Azure Stack will play a major role in the growth of Microsoft’s cloud business. He describes Azure Stack as “the first hybrid cloud platform with a direct connection to a pure hyperscale cloud,” which enables developers to “write once and use anywhere.”
Maybe so. I noted that Amazon is democratizing smart software with Sagemaker. (Hopefully it will do better than the company which used the name in the 1990s.) Also, Amazon is nosing into “real time” translation.
Amazon strikes me as having a better business model, more innovative consumer and enterprise products, and richer sustainable revenue streams.
Oh, Microsoft is going to do games which, I assume, someone will play on the wonky Surface desktop computer.
Stephen E Arnold, December 1, 2017
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