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the reason why Microsoft will succeed in this space is that Ozzie really understand computing. The ideal scenario is to use the cloud to enhance and scale the services you offer online. To think you can trust your entire business to strangers online with unproven track records is a GAMBLE that an intelligent CFO should never take. I wonder how many companies will dissapear when their cloud supplier runs out of business or all of a sudden a serious glitch occurs. OR When a criminal gets paid to do DDOS attack on a competitor that has put all of their assets on the cloud. Has it happened yet? Probably.
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