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Cloud // Infrastructure as a Service
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7/31/2014
11:50 AM
Charles Babcock
Charles Babcock
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Amazon Cloud Luster Fading? Look Closer

Some skeptics say Amazon's cloud dominance wears thin. I say Amazon's destiny in the cloud is in its own hands -- and you can't say that for IBM, Google, or Microsoft.

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Li Tan
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Li Tan,
User Rank: Ninja
8/2/2014 | 6:46:56 AM
Re: AWS
AWS is still the most popular stand in cloud computing world but indeed and battle begins. More and more competitors such as MS, IBM, Google, etc. start to chase in. I think it's too early to say something allegedly about AWS but senior execs of Amazon need to pay attention to the trend - how can it keep innovating and always act as No.1 in this fast-pacing world.
dr2127dr
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dr2127dr,
User Rank: Strategist
8/1/2014 | 2:54:05 PM
Re: Microsoft cloud
Was wondering how many commentators have ran enterprise class solutions on AWS. We have and it was less than stellar. After 2 years of lack luster support we moved to Rackspace and never looked back. AWS is a fun playground but for supporting a retail store enteprise - no thank you. This is where the likes of IBM, HP, Rackspace  and others will invade the AWS territory - over time. There are consequences to cheap pricing and so so service is one of them.
Jeff Jerome
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Jeff Jerome,
User Rank: Ninja
8/1/2014 | 8:51:44 AM
Re: Good line but not great on line

Andrew - In business we look at revenue and margins and the Amazon volume play can be good for revenue ut if the margin is not there then it becomes a big question mark.  So if Amazon offers you revenue then you need still find a place to raise your margins, which could be the click and order augmentation of the click and order. Now from a shopping experience I find it much easier to shop on line if I know what I want.   But as a consumer I do worry about loosing the brick and mortar experience too.  That is the other negative about Amazon it erodes margins on line and in line at the store.  The race to the bottom makes it hard to make a living

Jeff Jerome
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Jeff Jerome,
User Rank: Ninja
8/1/2014 | 8:45:21 AM
Re: Good line but not great on line

pcharles09 - Absolutely agree that is the value of Amazon is the services and/or cloud services they provide. However if their stock is any indication of their health well then it speaks for itself. 

pcharles09
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pcharles09,
User Rank: Ninja
7/31/2014 | 11:46:37 PM
Re: Good line but not great on line
@Jeff J,

For Amazon partners, I think the value-add is where the $$'s at, not necessarily in selling or re-selling Amazon cloud services.
Andrew Binstock
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Andrew Binstock,
User Rank: Author
7/31/2014 | 11:01:44 PM
Re: Good line but not great on line
Jeff: Good point. And that would certainly fit with Amazon's overall business model. 
Jeff Jerome
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50%
Jeff Jerome,
User Rank: Ninja
7/31/2014 | 9:58:22 PM
Re: Good line but not great on line
Andrew - I agree that Amazon is solid in the cloud.  However I think the issue with Amazon is that they have eroded margins to the point that selling on Amazon is a total volume play and may not make any sense for many of its vendors if the volume is not adequate.  I may be wrong in that it may add to overall volume and  use that to help reduce total buy in if they have a brick and mortar as well as the click and order model
Andrew Binstock
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50%
Andrew Binstock,
User Rank: Author
7/31/2014 | 6:07:50 PM
Good line
Loved this: "Worrying about Amazon's future in the cloud is like worrying about the future of sand in the Sahara -- and just about as rewarding." Sums it up nicely. 
Hospice_Houngbo
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50%
Hospice_Houngbo,
User Rank: Strategist
7/31/2014 | 4:10:05 PM
Re: AWS
Amazon may still the king in the Cloud service business, but competitors are catching up. Early, this year, analysts already predicted that the launch of Google Compute Engine (GCE) APIs could freak out Amazon. Google's development engine is as fast as Amazon's and provides an agile webscale development model and thus gives to Google the potential to chase Amazon.
Ashu001
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Ashu001,
User Rank: Ninja
7/31/2014 | 3:39:49 PM
Re: Microsoft cloud
Laurianne,

That was a most interesting point made by Charlie here.

Just was wondering how does the Anti-Trust Investigation against MSFT in China plays into things today.

http://www.zdnet.com/microsoft-antitrust-probe-in-china-the-plot-thickens-7000032073/

 

If things do get a little uglier between China -US just like whats happening between US-Russia;Microsoft might be left chasing a Country where their Sales Targets go totally for a Toss.

Regards

Ashish.

 
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