"There are many differences these companies have other business that dwarf these....also they started off having big revenues in other segments and these are new and incremental and still small"
What? AWS and Azure are new and small? Interesting.
"Sphere on the other hand was a public company with standalone (however limited) Glassware/Virtualization revenues that were disclosed"
Really? Hardware and Software, License fees, Service and Support were the old S3D segments. Disk systems = Hardware and Software (GW can run on disk solutions)
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