Re: AWS just a blip?
The health of Amazon's business is in the eye of the beholder, but it contintues to generate enough cash to support the company's capital building plans. Regarding AWS, it's still a blip a ~$4B, but still bigger than IBM, GOOG or MSFT in the IaaS and PaaS market. Clearly, AWS is not material to the company's current operations, but it is strategic to its long-term goals. I think a tell was the offer to provide Kindles as in-store POS devices. The goal seems to be sucking as much consumer information into your infrastructure as possible. Once there, Amazon has demonstrated how to monitize such information.