Capitalizing on cloud migration - Mawer

"SaaS we're in the 7th inning. IaaS might be in the 5th inning, it's sort of halfway through. We're just starting 2nd/3rd inning with PaaS type migration."

cc: $MSFT $AMZN $GOOG

https://t.co/Lzn1Rv8hka https://t.co/os3fsjf0OO