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the full article for a stark EMC, HP, IBM, Oracle, and other traditional enterprise IT vendor reality check
"Amazon.com, Google, and Microsoft all topped profit estimates last quarter, highlighting the widening gulf between companies that deliver computing via server-laden warehouses and a generation of latecomers to the cloud boom. Together, the three companies added more than $90 billion in market cap in after-hours trading following their earnings reports on Thursday."
The Cloud Is Raining Cash on Amazon, Google, and Microsoft - Bloomberg Business
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