Cloud Wins! Cloud Wins!
From the New York Times
Tech historians will look at Oct. 22, as a watershed. Cloud computing is no longer on the way, just a contender, or even a competitor to traditional enterprise technology companies. Instead, it is here, full force, and all the signs are that it is about to get a lot bigger, fast.
A few data points: When the stock market closed on Thursday, Amazon, Google and Microsoft - arguably the three largest cloud businesses - declared their quarterly earnings. One hour later, their collective market capitalization had grown by more than $100 billion because of their robust results, fueled partly by cloud growth. That $100 billion is 50 percent higher than the $67 billion Dell plans to spend buying EMC/VMware, the biggest tech merger ever.