NYI’s Phillip Koblence recently posted the following:
“Last week, Morgan Stanley had everyone talking with a new report that predicted, by 2022, Amazon Web Services would take over the IT services market with its retail approach to public cloud. If you think AWS is big now, the report suggests, just wait until it forces out competitors with ever-lower prices on cloud-based alternatives to traditional businesses like database, storage and management. In terms of total impact, Morgan Stanley approximates that $152 billion is up for grabs, representing between 3 and 17 percent in enterprise IT spending.
While I grant that these are indeed impressive numbers, let me go on the record as stating that the Wal-Mart fears AWS has put into everyone doesn’t matter one bit for data center operators. That’s right, even though Jeff Bezos and facilities operators offer similar services, we could not be in more different businesses.
For AWS, it’s a game of scale–of capturing more market share than Azure, Google and Rackspace. For providers, it’s about customer quality, first, last and always.”
Want the rest? It’s over at Phil’s column on TheWHIR. Happy reading!