If I were running the cloud computing show at Amazon.com
The Windows Azure cloud computing platform is old news by now, always playing second fiddle to the first-mover EC2 solution from Amazon. You might even point to similar services from small-cap Rackspace Hosting
This week, Mr. Softy is doing its best to stake a larger claim in the cloud computing space. In separate partnerships with Dell
Among the first adopters of this solution is eBay
More important, Microsoft has a valuable ally in eBay here; some e-commerce specialists turn to Amazon for cloud computing services, but this one looked to Microsoft. That's how you build a track record and some street cred. Without that, even mighty Microsoft doesn't have a leg to stand on.
Would I sell VMware and Amazon today based on this announcement? Of course not, but I'd keep a wary eye on Microsoft's Azure moves from now on. The Redmond giant isn't leaving the clouds without a fight.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. Microsoft is a Motley Fool Inside Value pick. Rackspace Hosting and Vmware are Motley Fool Rule Breakers recommendations. Apple, Amazon.com, and eBay are Motley Fool Stock Advisor selections. Motley Fool Options has recommended a bull call spread position on eBay. Motley Fool Options has recommended a diagonal call position on Microsoft. Try any of our Foolish newsletters today, free for 30 days. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.