{"id":5856,"date":"2013-02-12T16:11:57","date_gmt":"2013-02-12T16:11:57","guid":{"rendered":"http:\/\/cloudnewsdaily.com\/?p=14232"},"modified":"2013-02-12T16:11:57","modified_gmt":"2013-02-12T16:11:57","slug":"yet-another-analyst-insists-on-aws-spinoff-others-disagree","status":"publish","type":"post","link":"https:\/\/icloud.pe\/blog\/yet-another-analyst-insists-on-aws-spinoff-others-disagree\/","title":{"rendered":"Yet Another Analyst Insists on AWS Spinoff, Others Disagree"},"content":{"rendered":"<\/p>\n

Not for the first time an investment analyst, this time\u00a0Oppenheimer analyst Tim Horan in a report published on Monday, insists in a report that AWS will inevitably be spun off to avoid “channel conflict”, etc.<\/p>\n

“In our view, we believe an ultimate spin-off of AWS is inevitable due to its channel conflicts and the need to gain scale. We see the business as extremely valuable on a standalone basis…”<\/em><\/p>\n

The Register has a useful take<\/a> on Horan’s opinion, with a well-thought-out contrary view.<\/p>\n

The crack in this bout of crystal-ball gazing is that Oppenheimer is an investment firm that by nature likes predictable cash above everything else, and Amazon’s leader Jeff Bezos is a mercurial, ambitious figure who has demonstrated time and time again a love for risky, long-term projects*.<\/em><\/p>\n

This\u00a0Reg\u00a0hack believes the Oppenheimer spin-off analysis misses the temple for the gold fixtures: keeping Amazon Web Services yoked to Amazon holds a slew of major advantages, many of which could be critical in the battle for dominance of the cloud, but they will all take time to play out and are not a sure thing.<\/em><\/p>\n

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<\/p>\n","protected":false},"excerpt":{"rendered":"

Not for the first time an investment analyst, this time\u00a0Oppenheimer analyst Tim Horan in a report published on Monday, insists in a report that AWS will inevitably be spun off to avoid “channel conflict”, etc. “In our view, we believe an ultimate spin-off of AWS is inevitable due to its channel conflicts and the need […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[619,136,56,620,57,1439,1440,1441,1442],"tags":[],"class_list":["post-5856","post","type-post","status-publish","format-standard","hentry","category-amazon","category-amazon-aws","category-amazon-web-services","category-amazon-com","category-aws","category-financial-analyst","category-jeff-bezos","category-register","category-tim-horan"],"_links":{"self":[{"href":"https:\/\/icloud.pe\/blog\/wp-json\/wp\/v2\/posts\/5856","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/icloud.pe\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/icloud.pe\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/icloud.pe\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/icloud.pe\/blog\/wp-json\/wp\/v2\/comments?post=5856"}],"version-history":[{"count":0,"href":"https:\/\/icloud.pe\/blog\/wp-json\/wp\/v2\/posts\/5856\/revisions"}],"wp:attachment":[{"href":"https:\/\/icloud.pe\/blog\/wp-json\/wp\/v2\/media?parent=5856"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/icloud.pe\/blog\/wp-json\/wp\/v2\/categories?post=5856"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/icloud.pe\/blog\/wp-json\/wp\/v2\/tags?post=5856"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}