AWSreinvent

IaaS war, over. PaaS - just about over. SaaS - early innings. $MSFT and $IBM bring their software portfolios to bare.

crazy prediction, $AMZN buys $IBM. Sells off GTS, GBS and keeps software and cloud to round out SaaS portfolio.

I think #Azure is sandbagging their numbers but they are hiding the ball from the market so who knows.

@Grant_Case IBM #AWS partnership should be in place look what #vmware did; IBM could punt cloudfoundry and go all in on AWS and Jassy's team

Strategic ?, Remove IaaS lead. Why would anyone partner with $AMZN. They have knifed every comp and industry? From S/W to Media to Groceries to Retail to H/W. Is there a biz there not in or won't get in? Why I'm bullish on $MSFT and $IBM.

agree on #Azure. They are everywhere now.

Ultimately, $AMZN has not been an honest broker w/customers and partners. The big lead means they can be price makers now, but many customers waiting for a reasonable alt, IF it materializes.

@Grant_Case That's not too Crazy. My prediction was $AMZN buys $HPE for the edge support capabilities. Meg has done most of the hard work of divesting.

AWS and HPE that would be interesting

True. Data gravity is shifting rapidly.

@sallamar This was the question / prediction that was easy to give confidence :-)

- Not so much a bigger story, but continuing one. Separation of storage and compute helps data move to the cloud.

much data (iot, video) start and will stay at the edge, driving the intelligent (cloud) edge