Amazon AWS, Microsoft Azure ‘Destroying’ Cisco, NetApp, Etc., Says Global Equities

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