i'm keller massar. -- carol massar. oliver: i'm oliver renick.some retailers are getting worried about the reach of amazon. >> the flagship part of amazon has very low margins. it's a very competitive business. the cloud business has a much richer margin. comment that this startup made a conference saying look, you're giving these guys business and helping them subsidize the e-commerce part of the business with the cloud business. you are fortifying a competitor, you should look elsewhere for cloud services. carol: that leads us to the next part. there are others doing this. amazon is one of the major players, but microsoft is doing something. sor a few other companies. -- and so are a few other companies. >> the choices are more reasons. amazon web services still has more than 40% of the market. peopleingly what you see doing is divvying up little parts and giving it to different companies and not putting all their eggs in one basket, which is what people are scared about. after we heard this comments, we went around and talked to the i.t. execu