Microsoft fairly and squarely beat Amazon in $10B Pentagon cloud contract

  • > Disclosure: The writer owns Microsoft stock and holds no shares in Amazon.

    On the one hand, this would be a reasonable investment strategy if one sincerely believed in the stuff she's saying. On the other hand, the things she's saying would be strategically correct given her holdings.

    A bit of a credibility chicken-and-egg.

  • This article goes completely off the rails fairly fast. It is meant to be an article about a DoD contract but brings up global cloud coverage (for the DoD in the US?), HoloLens (???), and hybrid cloud without a real justification for why any of that would be relevant to the topic at hand.

    This is a low quality article with a clickbait title. There's no substance here. It almost feels like an article written by a bot splicing different generic company information together.

  • That is asinine to say AWS doesn't do hybrid cloud, or that hybrid cloud means AWS Outposts. AWS has a whole suite of services for building hybrid clouds and bringing cloud ops to data centers. Hybrid cloud for Azure has mostly been a sales strategy for MS to sell cloud services to their existing customer base. AWS has 50% marketshare of cloud services compared to Azure's 15%.

  • The writer is a typical stock speculator not a real technical analyist. This is just another mesh of buzzwords to get stocks going for momentum trading

  • Fairly and squarely. Pentagon contact. FFS.

  • I'm not sure I'd trust something standing the test of time based on Donald Trumps decisions ;-)