Shares of Amazon, Microsoft and Salesforce.com have been red hot for the past couple of years. Why? Two words: The cloud. Cloud services is the hottest trend in tech. The real question is, are ...

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Amazon is up a whopping 138% over that period – not because it’s the biggest online retailer in the U.S., but because its Amazon Web Services cloud business dominates the market.

Bill Gurley won’t come right out and say we’re in another tech bubble because, as he said in his Above the Crowd blog, “It’s a dangerous question to ponder – especially out loud and ...