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  • gregbent gregbent Oct 16, 2013 4:34 PM Flag

    IBM miss is AMZN win

    the near $1.0B Revenue miss at IBM -- how much did AMZN take? we shall see soon. Don't forget this press release last week.

    "A Federal judge ruled in favor of Amazon Web Services in its bid to hold onto the CIA cloud contract it won over IBM." and don't forget earlier this summer... we heard,

    Another day brings another wisp of data highlighting the difference in revenue between Amazon Web Services and the other megaclouds. this time the data is courtesy of analyst firm the Synergy Research Group, which says that for the second quarter of 2013, global infrastructure-as-a-service and platform-as-a-service revenues accounted for some $2.25bn in revenue, with Amazon taking a whopping 28 percent of all market share (3x IBM's share)

    Sentiment: Hold

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