Global Equities Research’s Trip Chowdhry today warns in a note that #Amazon .com’s (AMZN) #AWS cloud computing service, and #Microsoft ’s (MSFT) #Azure cloud service, are “destroying” traditional enterprise technology companies, including #NetApp (NTAP), #Cisco Systems (CSCO), #Juniper Networks (JNPR), and #Pure Storage (PSTG). “The worst is not over yet for Enterprise Hardware Companies,” warns Chowdry.
http://www.barrons.com/articles/BL-TB-52140
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