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      12-06-2018, 01:41 PM   #21
JohnnyCanuck
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Quote:
Originally Posted by djsaad1 View Post
What's worrisome to me about Apple services compared to others, is that it's tied directly to the hardware. If someone switches from an iPhone or MacBook to something else they leave all those services behind as well.

Microsoft, Google and Amazon services are not tied to their hardware in the same sense.

Apple also charges more for their services, where others like Google make more of their money through advertising, and provide the service for "free".
Not quite true with respect to Amazon and MS revenues. AWS and Azure are significant enterprise services that generate revenue as directly from sales. Apple is simply not a player in this market. As you point out, their cloud revenue is tied to their ecosystem. While both MS and Amazon have ecosystem based offerings, the positive outlook for MSFT is not because of OneDrive, but because of enterprise.
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