Amazon’s Cloud Is Growing So Fast It’s Scaring Shareholders

Re:Amazon’s Cloud Is Growing So Fast It’s Scaring Shareholders by burnte on Sunday July 27, 2014 @06:52PM (#8094263)

You leave out the fact that they reached profitability years before their business plan called for it, showing excellent and stable growth.

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Re:Amazon’s Cloud Is Growing So Fast It’s Scaring Shareholders by adventured on Sunday July 27, 2014 @07:19PM (#8094329)

The fact that their net income imploded so dramatically rather proves the lack of stability.

You'll forgive me if I don't trust in the judgment of a business plan built on losing money for two or three decades.

They can be a good company, grow to X hundred billion in sales, struggle to ever make money, and that's all perfectly fine - but it doesn't mean they deserve a hyper valuation. Target trades at a mere $38b valuation, and they only generated $8b in net income the past three years.

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Re:Amazon’s Cloud Is Growing So Fast It’s Scaring Shareholders by TheMagicHorsey on Sunday July 27, 2014 @09:41PM (#8094700)

Dude, I don't think the Target comparison is apt.

People say the enterprise cloud market is a Trillion dollar opportunity world wide in the next decade.

A Trillion dollars up for grabs, and Amazon has a healthy lead in the segment.

When you go to an AWS event the thing that stands out is the number of consulting and service companies that offer integration/application services to enterprises based wholly on AWS. I've been to Google Cloud events and its not even in the same ballpark as AWS. The Amazon lead is huge.

I think Amazon is still a good buy.

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