I saw this pass my way today.
Former Microsoft CEO Steve Ballmer made some comments on Azure.
“I think the company is well-positioned, on the other hand (there is) a lot of work to do…I think that on the cloud side with Office 365 and Azure, the company’s got a real shot but not a birthright. They are going to have to push very hard with Azure versus Amazon Web Services… With Amazon Web Services, Azure is the challenger, it has only one way to go, which is up. With Office 365 there is more upside than downside, and that’s a Google risk.”