Put simply, the transition to the cloud is a new one for users and enterprises alike, and as a new technology it comes with its own set of quirks and hiccups. These small "speed bumps" aren't an issue with more established products like Microsoft's Office platform.
Investors who are quick to dismiss this point should reconsider the implications. If cloud-based systems don't instil user or enterprise confidence in these early stages, it could have huge implications for their future viability. The Fool's Jeremy Phillips and Austin Smith have more in the following video.
Austin Smith owns shares of Google. Jeremy Phillips owns shares of Google and Amazon.com. The Motley Fool recommends Amazon.com, Google, and Netflix and owns shares of Amazon.com, Google, Microsoft, and Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.