3 ms·
MSFT is currently way bigger in the cloud business than GOOG (it's a lot behind AMZN though), so I'm not sure why you think that AMZN/GOOG is going to handle th
by sz4kerto 12y ago
MSFT is currently way bigger in the cloud business than GOOG (it's a lot behind AMZN though), so I'm not sure why you think that AMZN/GOOG is going to handle this better. Azure has a very strong momentum now and looking at how quickly that department of MSFT adapts, this is going to continue I think (they are really trying to accomodate all platforms, etc.)
- xorcist 12y agoThere is some truth to that Microsoft is less prepared for the slimmer margins than Google and Amazon is, who are veterans of this space. Their cloud services has higher overhead simply because they stick with Microsoft tech for obvious reasons. Microsoft also has more focus on their sales force which may not be such a good idea when/if Office dies. Time will tell.