In your assessment I would switch out GOOG with MSFT. To me Microsoft is the better one at doing retail cloud than Google. Even Apple is using MSFT for their cl

In your assessment I would switch out GOOG with MSFT. To me Microsoft is the better one at doing retail cloud than Google. Even Apple is using MSFT for their cloud backbone. Apple is not selling cloud directly to consumers, but every app/device sold has iCloud backing, which developers can use for their apps for a ton of services.