[jpao79]

I think what's also interesting is that now that Microsoft is awake with Nadella at the helm and presenting a viable alternative, will Amazon's cloud business start losing marketshare.

If I were say, Procter and Gamble/Clorox (Consumer Staples), Macy's (Consumer Discretionary), Visa/Fedex (E-Commerce), Aetna (Healthcare) if I were going to look at options for cloud, would I host my enterprise on Amazon who is actively trying compete with me and provide the end customer with alternatives to my product/services? Or would I go with a vertical pure play cloud services provider like Microsoft.