I wasn’t the only one here who saw a challenge to Amazon.com’s EC2 in Ray Ozzie’s speech. One of the analysts just asked when Microsoft will start offering such a service.
Ozzie said he respects the Web services that Amazon is offering and appreciates how it has opened eyes to its potential. He basically confirmed Microsoft is going there, but he wouldn’t say when.
“Directionally I think you could see in my presentation that we believe very heavily in this utility computing fabric,” he said.
“Internally it’s the only way we could get scale for the properties we run internally,” he said. “It just makes sense to offer those services to developers and enterprises over time.”