>Amazon is a much more formidable competitor than MSFT. I don't know about that. Going further, majority of the spend is going to come from established busines

>Amazon is a much more formidable competitor than MSFT. I don't know about that. Going further, majority of the spend is going to come from established businesses. They need software and not just infrastructure. And msft has those accounts. Has the reseller network. Has the software. I really can't think of any good b2b/productivity software that google wrote. Probably they haven't tried, but looking at what they announced last - data studio, survey and optimize - the talk was like they were super serious about it. The result is very, very far from the competition.