When a business first buys into cloud computing, they're likely to compare prices between providers. But I think once most businesses are using a particular provider, they're going to have too much inertia to switch based on a minor difference in price.

Cloud computing is still sort of new. A lot of businesses are still switching from other options, and the cloud industry as a whole is growing rapidly as a result. But that will slow down at some point. That sounds to me like the right time for Amazon to start profiting.