Wednesday, April 25, 2007

How Big Can Amazon's Web Services Become? - Seeking Alpha

"Larry Dignan (ZDNet) submits: While Amazon (AMZN) delivered a blow-out quarter it remains quiet about detailing how much it is spending on the fast-growing EC2 and S3 Web services.
On the first quarter earnings conference call, Bear Stearns analyst Robert Peck tried to pin down Amazon executives on the capital spending issue for 2007, but CEO Jeff Bezos didn't bite.
Regarding EC2 and S3 spending, Bezos noted 'we do not break it out.' 'We are seeing very strong demand for those services and expect to continue to roll out new capacity for them,' he said. 'We have been adding new capacity for those services and I expect that to continue indefinitely.'"

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