“Once Wal-Mart decides to go after Amazon, there's no contest,” Analyst(1999)

Microsoft's cloud business is growing almost twice as fast as Amazon's, with Google far behind

https://www.cnbc.com/2017/04/27/microsoft-azure-growing-fast...

At some point investors are going to ask why are you distracting our aws cash cow with this giant e-commerce/retail behemoth.