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"The estimates reflect Wall Street’s growing confidence in cloud services"

Seems silly to assume that Amazon will take the cake. By 2020 other offerings like Windows Azure may end up taking away the lion's share of profits.

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I seriously doubt this. Unintuitively, I think it's more likely that niche cloud services with specialized features will be able to compete better by exploiting industry-specific economies of scale that Amazon can't by being so generalized. Any of these companies that resist a buyout will have huge profit margins like Amazon doesn't.

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