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Amazon and Google are admitting that Microsoft may be right about one thing (AMZN, GOOG, MSFT)

The Microsoft Azure cloud computing platform may still be a distant second-place contender to Amazon's $10 billion Amazon Web Services juggernaut, but Microsoft has one edge: It can sell to its existing base of large enterprise customers. The key is Microsoft's Windows Server business, which lets those customers take their existing data center investments and easily bridge them to Azure — where they can get access to functionally unlimited supercomputing power just by punching in their credit card number.
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