<story><title>Microsoft earnings blow past estimates in every category, beats Street</title><url>http://www.cnbc.com/2017/01/26/microsoft-earnings-q2-2017.html</url></story><parent_chain><item><author>xt00</author><text>Yea the smart play Microsoft is making is to go to businesses and say &amp;quot;look you could go with us or AWS.. AWS essentially says &amp;quot;good luck you&amp;#x27;re on your own&amp;quot; and we will hold your hand and our premier support people will come to your business and set it all up for you and show your like 2 IT guys how to manage things.. They will make a ton of money on cloud because a huge amount of businesses are basically lagging behind the rest of the industry with cloud adoption and getting rid of their old servers and hosting services.</text></item></parent_chain><comment><author>reggieband</author><text>I can&amp;#x27;t agree more.&lt;p&gt;I work in an enterprise place and we discuss this frequently. Even worse than AWS is Google, they just don&amp;#x27;t get the fact that Technical Managers at big enterprise places want hand-hold turn-key solutions. The amount of money they leave on the table is mind-bending.&lt;p&gt;You go to Google and say &amp;quot;We need to do X&amp;quot; and they say &amp;quot;Here is product Y that connects to product Z, but you need to write your own connector.&amp;quot; And each product has it&amp;#x27;s own pricing structure (one by CPU usage, one with flat fees, one based on throughput) so working out total cost is a nightmare. Then you have to hire around those techs, project manage the build of the infrastructure, etc. At that point you start to ask &amp;quot;Why are we using them again?&amp;quot;&lt;p&gt;I&amp;#x27;ve heard &amp;quot;Amazon and Google don&amp;#x27;t understand enterprise&amp;quot; at least a dozen times in the last couple of months. You don&amp;#x27;t hear that about Microsoft. Coming from a startup&amp;#x2F;open source&amp;#x2F;indie background I thought AWS and Google would be eating the world but at least in enterprise they appear to be missing a big opportunity.</text></comment>
<story><title>Microsoft earnings blow past estimates in every category, beats Street</title><url>http://www.cnbc.com/2017/01/26/microsoft-earnings-q2-2017.html</url></story><parent_chain><item><author>xt00</author><text>Yea the smart play Microsoft is making is to go to businesses and say &amp;quot;look you could go with us or AWS.. AWS essentially says &amp;quot;good luck you&amp;#x27;re on your own&amp;quot; and we will hold your hand and our premier support people will come to your business and set it all up for you and show your like 2 IT guys how to manage things.. They will make a ton of money on cloud because a huge amount of businesses are basically lagging behind the rest of the industry with cloud adoption and getting rid of their old servers and hosting services.</text></item></parent_chain><comment><author>kwillets</author><text>MS&amp;#x27;s chief economist believes that basic cloud services will be commodity-priced, so the strategy is to add value, and both tools and services will be key for that.</text></comment>