Tuesday, July 5, 2011

What Does Amazon Web Services' Price Cutting Means for Investors?

Read the whole article at Seeking Alpha:

>>In our previous article about Amazon (AMZN) Web Services (AWS) we tried to cover a few key reasons why the company is becoming the 800 pound gorilla in cloud computing, which we'll continue to look at here:
  • Market share leader, with no competition in sight (Coke without a Pepsi);
  • Strong customer demand;
  • Infrastructure already deployed in all key world regions (both from a data center and peering point of view);
  • Three-digit growth rates year-over-year (Y/Y), judging from some recent data released.

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