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Target is plotting a big move away from AWS as Amazon takes over retail

cnbc.com

41–50 of 54 posts

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#41
post #25

If they are just doing this out of spite it is so silly. Do they think Amazon is going to go broke now and pull out of retail? If they are paying more to another provider, they are making themselves less competitive in contrast to Amazon, although maybe Microsoft lured them with a discount on Azure.

It's probably for safety and security reasons.

Why would you put your valuable data on servers being hosted by a competitor?

It's not like they don't have any other options either.

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#42
post #37

Earlier quoted context omitted.

Don't want to because it hurts your pride, or don't want to because it has a practical impact on your ability to compete in your actual market? Amazon/AWS is not going to fail because Target took away their business. But Target could easily screw up transitioning to another provider, and end up paying a lot in terms of money and wasted effort. Money and effort that would have been better spent improving their core bu…

Amazon could also cut service to Target and it could take months for Target to react properly through the courts.

But when they eventually did, and proved that AWS had... targeted them.. then the financial penalties and the loss of confidence would cause enormous harm to AWS.

Which is why AWS would never do this in the first place.

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#43

The article missed one huge factor: date farming by AWS/Amazon. If one has data on pricing and sales across retail and online channels on a national scale, how risky would a purchase of a retailer really be? Not much, as you can pivot towards high sales, high profit products without doubting your strategy Target, Walmart & other retailers de-risked Amazon's purchase of wholefoods

Amazon is a company that cares about credibility above all else, plus word travels fast in software engineering circles. Seems unlikely they would risk snooping

[deleted]

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#44
post #42
post #37

Earlier quoted context omitted.

Amazon could also cut service to Target and it could take months for Target to react properly through the courts.

But when they eventually did, and proved that AWS had... targeted them.. then the financial penalties and the loss of confidence would cause enormous harm to AWS. Which is why AWS would never do this in the first place.

Imagine the field day Microsoft's Azure Marketing team would have with that revelation....

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#45

Earlier quoted context omitted.

It seems more defensive than strategic. Seems like you wouldn't want your competitor to be your infrastructure provider and be in physical possession of potentially differentiating assets.

Don't want to because it hurts your pride, or don't want to because it has a practical impact on your ability to compete in your actual market? Amazon/AWS is not going to fail because Target took away their business. But Target could easily screw up transitioning to another provider, and end up paying a lot in terms of money and wasted effort. Money and effort that would have been better spent improving their core bu…

[deleted]

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#46

Earlier quoted context omitted.

They're the system admins on all their managed databases. Think about it

and lose any credibility? Lets throw away our entire cloud revenue to look at the raw data rather then scraping the public site? Please. This is tin foil hat crazy

The public site doesn't give you the sales numbers.

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#47
Somewhat of a side note: Looking at the market share chart, I found it surprising that IBM was substantially larger than Google. Although they lumped IaaS, PaaS, and 'hosted private cloud' together, I still expected Google to be well ahead of anyone else besides AWS and Azure. Can someone confirm the accuracy of these numbers?

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#48
post #25

If they are just doing this out of spite it is so silly. Do they think Amazon is going to go broke now and pull out of retail? If they are paying more to another provider, they are making themselves less competitive in contrast to Amazon, although maybe Microsoft lured them with a discount on Azure.

It's probably for safety and security reasons. Why would you put your valuable data on servers being hosted by a competitor? It's not like they don't have any other options either.

Pretty hard to imagine Amazon destroying the most profitable part of their business by doing something as stupid and illegal as that. But I can see why a company might still hold reservations nonetheless.

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#49
post #42
post #37

Earlier quoted context omitted.

Amazon could also cut service to Target and it could take months for Target to react properly through the courts.

But when they eventually did, and proved that AWS had... targeted them.. then the financial penalties and the loss of confidence would cause enormous harm to AWS. Which is why AWS would never do this in the first place.

Do you by chance work for Volkswagen?

Re: Target is plotting a big move away from AWS as Amazon takes over retail

#50

The article missed one huge factor: date farming by AWS/Amazon. If one has data on pricing and sales across retail and online channels on a national scale, how risky would a purchase of a retailer really be? Not much, as you can pivot towards high sales, high profit products without doubting your strategy Target, Walmart & other retailers de-risked Amazon's purchase of wholefoods

Amazon is a company that cares about credibility above all else, plus word travels fast in software engineering circles. Seems unlikely they would risk snooping

Before AWS or their open marketplace model, Amazon provided e-commerce services for established brick-and-mortar retailers (basically, Amazon-run online shops under the established retailers’ names.)

They quite aggressively mined this for data that was used competitively for Amazon's own online retail operations. I'm not surprised that this combined with Amazon making a big move into brick and mortar retail would worry existing retailer, especially Target, who along with Borders was, IIRC, one of the noteworthy retailers that had been dependent on Amazon's earlier service.

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