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Microsoft: Cloud services demand up, prioritization rules in place

zdnet.com

241–250 of 275 posts

Re: Microsoft: Cloud services demand up, prioritization rules in place

#241

Time to buy MS stock.

Amazon ,surely? They’re presumably seeing similar demand boosts, but seem to be struggling less with it.

I'm not so sure they'll be seeing the same demand boosts - I don't think they have the same masses of remote desktop and Office 365 sort of use cases. I'm sure services built on AWS are seeing big increases, but I think Microsoft's situation is probably unique.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#242

Wow. First of all, I'm curious to what proportions this is driven primarily by remote office work (O365), videoconferencing streaming, recreational video streaming (does Disney+ run on Azure?), or what. But second... I'm fascinated by the concept of prioritization rules in place rather than simply raising prices. I wonder if it "looks bad" to raise prices, or if the vast majority of customers already have locked-in p…

It would certainly look bad, and I think it would potentially be illegal in some states. https://consumer.findlaw.com/consumer-transactions/price-gou... For example, Georgia: > Selling items or services determined by the Governor during a declared state of emergency to be necessary for public safety at a higher cost than they were immediately prior to the declaration. Kansas: > For any supplier of a "necessary proper…

Most states specifically exclude price increases based on increased prices from suppliers or other increased expenses from the vendor and well as increased costs internally (e.g. having to cover increased overtime). Not saying it wouldn't be litigated, but if you can show that it costs more to provide these services when more people want them, it's a pretty clear exception and completely reasonable. But even then the general range of prohibition seems to be 15-25%. 25% is a huge jump, would they even need to increase prices that much to cover everything?

Re: Microsoft: Cloud services demand up, prioritization rules in place

#243
post #57

Earlier quoted context omitted.

It would certainly look bad, and I think it would potentially be illegal in some states. https://consumer.findlaw.com/consumer-transactions/price-gou... For example, Georgia: > Selling items or services determined by the Governor during a declared state of emergency to be necessary for public safety at a higher cost than they were immediately prior to the declaration. Kansas: > For any supplier of a "necessary proper…

I don’t know how I feel about this. In the general case, I feel like price gouging during emergencies is unethical. But, when there is a non-artificial supply and demand issue, I struggle with the derivative effects of these policies. My concern is that rather than simply evaluating on the consumers ability to pay (and backwards-looking at prior statements instead of increased go-forward costs), these policies add on…

>>I don’t know how I feel about this.

Your feelings aside it is probably illegal as this is an emergency, and MSFT's PR would take a major, major beating.

So MS is probably hiring by the thousands trying to meet demand. You raise prices when a hurricane or a pandemic hits, if you don't want to be around for a long time.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#244
post #227

Earlier quoted context omitted.

Samples getting 6 standard deviations away from the mean can happen 1/6² ≈ 2.7% of the time. You might be assuming properties of the distribution that aren't true. https://en.wikipedia.org/wiki/Chebyshev%27s_inequality

Isn't that an upper bound? It says that it happens at most 2.7% of the time

Yea, it's an upper bound. The actual percentage depends on the distribution and can be anywhere from 0-2.7%. The Wikipedia link has more details.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#245
post #61

Earlier quoted context omitted.

It should eventually fall under consumer protection laws. Failing to report incidents on a status page is like failing to mention trans fat on a package label.

It’s more like actively claiming “contains zero trans fats!” On the packaging when in fact the product is full of them.

Which they do. Your tortillas with partially hydrogenated vegetable oil? Yeah, it's less than 0.5g per serving so they get to say 0g.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#246
post #2

Why would Microsoft be disproportionately affected by this? Are we expecting similar decrees from AWS and GCP? Or was Microsoft operating with less runway before this began?

Because a lot of people have their Office 365 subscription and maybe just use email. All of a sudden they realized they are paying for all this other stuff they aren't using so they're leveraging it now that they need it.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#247

Earlier quoted context omitted.

GSuite and GCP had impactful outages for us this past week and were listed on the status dashboards.

Looks like you are repeating the same comment everywhere without linking at what kind of outages GCP had. Disc: Googler

It made the front page, so most readers here are already at least passingly aware of it.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#248
post #10

Time to buy MS stock.

priced in

Microsoft stock is up more than 4% today after this news. It's almost foolish to claim anything is priced in because the stock market is a Keynesian contest. Claiming it's priced in means you know how every other portfolio and hedge fund manager is going to react to news. Some might be slow to react, some might overreact, etc. Nobody can read minds. Thus it's almost impossible to claim anything is priced in.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#249

Earlier quoted context omitted.

I find price gouging to be perfectly normal and perhaps even desirable during times like these. If the toilet paper prices go up drastically people will not be able to hoard it the way they are doing today.

People will still be able to hoard things. The difference is that only the rich will hoard, because everybody else never got the chance. The normal market logic that high prices encourage extra production doesn't apply during an emergency, when the demand is panic-induced and momentary, and supply changes won't take effect until after the emergency is over. The actual solution that makes sure everyone gets what they…

How is rationing working? supply is still not enough and rationing on that basis still doesn't prevent the "rich" from effectively paying straw purchasers to buy the goods they want to hoard. Hell, it doesn't even prevent people from repeatedly making visits to collect whatever is on the shelves.

I'm not convinced the US government, let alone any western government, has the plan, manpower or infrastructure in place to actually take over distribution of essentials in fair quantities.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#250

Earlier quoted context omitted.

I still absolutely loathe teams. There is no way to get it to show you have unread messages (the red dot of slack). Notifications do not work reliably. When I am in a Teams channel I miss notifications from the Chat channels, and vice versa. For me Teams has been a major downgrade from Slack

The best was IRC and mumble. It's been downhill since then.

I like IRC and use it. I have zero understanding why anyone on HN thinks IRC is a viable chat option outside uber-nerds.

Show me a training plan (outline is fine), case study or blog or anything outlining how to train my 50 non-technical coworkers in the use of IRC. They need image support and audio chat and all the other modern chat features users demand. Keep in mind there are a lot of chat options and users will walk if what you want to use is rejected by them.

IRC is not and has not been a even remotely viable option for anyone but nerds and hobbyists for many years now. i would be very happy to see any evidence to the contrary.

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