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Amazon’s Web Services Threatens Almost All IT, Says Morgan Stanley

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Morgan Stanley’s Scott Devitt, in a longish (32 pages) report in conjunction with colleagues Keith Weiss, Ehud Gelblum, Simon Flannery, Katy Huberty, Joseph Moore, and Adam Wood, This morning writes that Amazon.com  is “making waves” in conventional IT by “applying retail economics” that is making it an “emerging IT mega-vendor.”…

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