Comments
Amazon Cloud Luster Fading? Look Closer
Threaded  |  Newest First  |  Oldest First
Laurianne
50%
50%
Laurianne,
User Rank: Author
7/31/2014 | 2:17:30 PM
Microsoft cloud
Good point re. Microsoft customer numbers and the China connection, Charlie.
Ashu001
50%
50%
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.

 
dr2127dr
50%
50%
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.
anon2035221907
50%
50%
anon2035221907,
User Rank: Apprentice
7/31/2014 | 2:39:12 PM
AWS
AWS is king right now but the other companies chasing have huge pockets. Once some of the mid level providers like Datapipe, Hosting.com and Layered Tech get acquired it could get real interesting!
Ashu001
50%
50%
Ashu001,
User Rank: Ninja
7/31/2014 | 3:25:02 PM
Re: AWS
anon,

Of all the companies that are chasing Amazon right now-Only MSFT,IBM & GOOGLE have really deep pockets to take on AMZN head to head on the pricing front effectively.

Even there also(Look at the Massive Job Losses MSFT had to take recently) there is a clear limit how much they will bear.

Eventually if Things are'nt quite working out they will Backout and let AMZN Feast on more and more consumers!

Regards

Ashish.
Hospice_Houngbo
50%
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.
Li Tan
50%
50%
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.
Andrew Binstock
50%
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. 
Jeff Jerome
50%
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
50%
50%
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
50%
50%
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

pcharles09
50%
50%
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.
Jeff Jerome
50%
50%
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
50%
50%
pcharles09,
User Rank: Ninja
8/19/2014 | 5:20:58 PM
Re: Good line but not great on line
@Jeff J,

As I've come to learn recently, stock price is not a very good indicator of a company's health. It's outside (sometimes's inside) folks' manipulation of the shares to make money.
Jeff Jerome
50%
50%
Jeff Jerome,
User Rank: Ninja
8/19/2014 | 5:24:32 PM
Re: Good line but not great on line
@ pcharles09 - Certainly stocks can be manipulated to make money and that does happen.  Large cap is harder to do and to be honest I think there are deeper issues with Amazon.  you can only squeeze until the well runs dry and I think the are getting to some very dry dirt.
pcharles09
50%
50%
pcharles09,
User Rank: Ninja
8/25/2014 | 6:56:21 PM
Re: Good line but not great on line
@Jeff J,

Amazon's issue is that their margins are already paper thin & only make it on volume. But as those margins continue to thin out, problems will arise, especially with shareholders.
Jeff Jerome
50%
50%
Jeff Jerome,
User Rank: Ninja
8/25/2014 | 7:40:41 PM
Re: Good line but not great on line
pcharles - agreed and that was exactly my point.
pcharles09
50%
50%
pcharles09,
User Rank: Ninja
8/27/2014 | 12:10:43 AM
Re: Good line but not great on line
@Jeff J,

OK got it. Just wanted to be sure.
Jeff Jerome
50%
50%
Jeff Jerome,
User Rank: Ninja
8/27/2014 | 11:22:38 AM
Re: Good line but not great on line

pcharles09 - This reminds a bit of the stories we have all heard from the Wal-Mart.  The potential vendor does the pitch gets picked up and then the pain begins.  Fast forward and ask them if they would do it again, many times the answer is no.  For every one entity that can survive affluence there are 100 who can overcome than adversity.

pcharles09
50%
50%
pcharles09,
User Rank: Ninja
8/31/2014 | 10:23:00 PM
Re: Good line but not great on line
@Jeff J,

Good point & perspective.
Jeff Jerome
50%
50%
Jeff Jerome,
User Rank: Ninja
9/2/2014 | 10:58:32 AM
Re: Good line but not great on line & How retail upstarts are beating Amazon
One thing about being a big target is that companies start to create a strategy to beat you.  Interesting read from CNBC today. cnbc(dot)com/id/101757805
pcharles09
50%
50%
pcharles09,
User Rank: Ninja
9/22/2014 | 10:00:12 PM
Re: Good line but not great on line & How retail upstarts are beating Amazon
@Jeff J,

True. I guess it's even more overhead having someone follow who's out for you when you're the big gun.
Charlie Babcock
50%
50%
Charlie Babcock,
User Rank: Author
8/12/2014 | 7:45:28 PM
Searching for Google in the cloud
Many well-informed observers say Google could supply real competition to Amazon Web Services. But I can't get a sense that Google has enough insight and outreach to business users to do it. Startups love it and that's a great use for Compute Engine/App Engine. But Microsoft, IBM and Amazon -- especially the latter -- seem to have a lock on the business customers, with VMware, Bluelock, Rackspace, others picking up their share.


Register for InformationWeek Newsletters
White Papers
Current Issue
InformationWeek Tech Digest, Dec. 9, 2014
Apps will make or break the tablet as a work device, but don't shortchange critical factors related to hardware, security, peripherals, and integration.
Video
Slideshows
Twitter Feed
InformationWeek Radio
Archived InformationWeek Radio
Join us for a roundup of the top stories on InformationWeek.com for the week of December 14, 2014. Be here for the show and for the incredible Friday Afternoon Conversation that runs beside the program.
Sponsored Live Streaming Video
Everything You've Been Told About Mobility Is Wrong
Attend this video symposium with Sean Wisdom, Global Director of Mobility Solutions, and learn about how you can harness powerful new products to mobilize your business potential.