Foi-se o tempo da Gateway e seu famoso slogan "You've got a friend in the business".

O tempo agora é bem outro, fornecedores que usam o lucro negociando com você para se tornarem concorrentes diretos ao seu negócio. Exemplos de trairas não faltam como Intel, Cisco, Dell, HP, e ingressando no clube, Amazon Web Services.

A estorinha é a mesma das telecom. Prestar serviços "burros", commodities, dá um dinheirinho legal, mas a grama do cliente é sempre mais verdinha ...

... AWS realizes that the premise on which it has built its business, the provision of dumb infrastructure, is becoming commoditized and that increasingly the value will be gained further up the stack. While it is obviously still attractive to leverage a physical server to sell dozens of virtual servers to customers, it is far more attractive to leverage that server to sell applications on top of virtual servers.

In covering the announcement, Alex WIlliams rightly pointed to this fact saying that it;
makes the company a full-fledged app seller with the undoubtable potential to move further up the stack and become the next Microsoft.
matéria completa: AWS Launches a Marketplace