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2nd Watch has moved a great deal of companies off the "niche" and "challengers" and will continue to do so as companies realize the value of AWS. If you are currently hosted in a COLO or another provider like GoGrid, the costs and product set cannot match AWS, and this is why we are seeing companies migrating to AWS - even from other cloud providers.
http://www.gartner.com/technology/reprints.do?id=1-18BC06X&ct=111213&st=sb
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