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links for 2007-06-06

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  1. I’d recommend listening to episode 14 of ps pipe grep for an interesting competitor analysis of S3&EC2 (in amongst the banter and waffle). Their poke fun at Amazon’s flip flops re: this is a new business v. just reusing excess capacity and that if their claim that they aren’t making money yet is bad news – they argue that in on-demand computing costs scale linearly with customers, and if they aren’t making money now scale won’t save them later. Interesting counterpoint.



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