You dont invest in an overseas market with a currency that is expensive and that is now down trending against USD unless you like to lose cash.<div><br></div><div>That is why the asx is where it is.</div><div><br></div><div>The problem with aws is you pay in usd. So if you priced your model 6 months ago, well done your now paying 30% more.<br><br>On Wednesday, 22 July 2015, Chad Kelly <<a href="mailto:chad@cpkws.com.au">chad@cpkws.com.au</a>> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div bgcolor="#FFFFFF" text="#000000">
<div>Its almost like the article was written
by someone not in IT. <br>
Most IT services now a days, particularly in the web hosting side
of things are becoming standard, and a commodity and everyone is
doing it. <br>
And we are starting to get the big overseas players coming into
Australia as well, which makes it hard to compete. <br>
Its funny actually because that article praises Amazon quite a
bit, but a lot of industry people have issues with AWS and the
business model. Due to the pricing. <br>
It will be interesting times ahead I reckon. <br>
<br>
<br>
On 7/22/2015 5:41 PM, Simon Sharwood wrote:<br>
</div>
<blockquote type="cite">
<div dir="ltr">Uncomfortable with this article on the basis of
correlation not equalling causality. There are plenty of reasons
the ASX hasn't tracked the US markets lately. Absence of big
tech companies may be one of them. Suspect the fact we're in
what looks like the tail end of a long growth cycle has more to
do with it, esp as USA is coming into new growth cycle after
dipping far deeper than we did post-GFC.
<div><br>
</div>
<div>S</div>
</div>
<div class="gmail_extra"><br>
<div class="gmail_quote">On Wed, Jul 22, 2015 at 1:25 PM, Chad
Kelly <span dir="ltr"><<a href="javascript:_e(%7B%7D,'cvml','chad@cpkws.com.au');" target="_blank">chad@cpkws.com.au</a>></span>
wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">Hi all
Just noticed this on the SMH website.<br>
<a href="http://www.smh.com.au/business/markets/apple-google-and-microsoft-explain-the-problem-with-australias-sharemarket-20150721-gih04a.html?&utm_source=social&utm_medium=facebook&utm_campaign=nc&eid=socialn%3Afac-14omn0013-optim-nnn%3Anonpaid-25062014-social_traffic-all-organicpost-nnn-smh-o&campaign_code=nocode&promote_channel=social_facebook" rel="noreferrer" target="_blank">http://www.smh.com.au/business/markets/apple-google-and-microsoft-explain-the-problem-with-australias-sharemarket-20150721-gih04a.html?&utm_source=social&utm_medium=facebook&utm_campaign=nc&eid=socialn%3Afac-14omn0013-optim-nnn%3Anonpaid-25062014-social_traffic-all-organicpost-nnn-smh-o&campaign_code=nocode&promote_channel=social_facebook</a><br>
I don't know that this article is totally accurate though,
as plenty of Australian providers have been investing in
growing their businesses.<br>
But a lot of investors won't invest in tech if their is no
innervation, and you have areas like the hosting industry
hear in Australia where a lot of the bigger players are
buying out competitors.<br>
Plus a lot of tech companies hear in Australia are privatly
owned, not publicly listed so its hard to find out whats
being invested in. A lot of Australian companies in the tech
space have global relationships and partnerships it is just
they don't have the scale of the likes of Google.<br>
You can't really compare Google with the rest of the
Australian tech industry for that reason as Google have a
lot of funds that they can invest into projects.<span><font color="#888888"><br>
<br>
-- <br>
Chad Kelly<br>
Manager<br>
CPK Web Services<br>
web <a href="http://www.cpkws.com.au" rel="noreferrer" target="_blank">www.cpkws.com.au</a><br>
phone <a href="tel:03%209013%204853" value="+61390134853" target="_blank">03 9013 4853</a><br>
<br>
_______________________________________________<br>
AusNOG mailing list<br>
<a href="javascript:_e(%7B%7D,'cvml','AusNOG@lists.ausnog.net');" target="_blank">AusNOG@lists.ausnog.net</a><br>
<a href="http://lists.ausnog.net/mailman/listinfo/ausnog" rel="noreferrer" target="_blank">http://lists.ausnog.net/mailman/listinfo/ausnog</a><br>
</font></span></blockquote>
</div>
<br>
<br clear="all">
<div><br>
</div>
-- <br>
<div>
<div dir="ltr">Simon Sharwood | JargonMaster Corporate
Communications |<br>
M +61 (0)414 37 37 26 |<br>
E <a href="javascript:_e(%7B%7D,'cvml','simon@jargonmaster.com');" target="_blank">simon@jargonmaster.com</a>
| W <a href="http://www.jargonmaster.com" target="_blank">www.jargonmaster.com</a><br>
24 North Street Marrickville NSW 2204 AUSTRALIA<br>
ABN: 14743763968<br>
Work blog: <a href="http://jargonmaster.wordpress.com" target="_blank">jargonmaster.wordpress.com</a><br>
Free/Busy details: <a href="http://www.jargonmaster.com/calendar/" target="_blank">http://www.jargonmaster.com/calendar/</a><br>
I'm a member of <a href="http://DHBC.org.au" target="_blank">DHBC.org.au</a> and
a vExpert
<div><img src="https://communities.vmware.com/servlet/JiveServlet/download/26788-1-122263/vExpert-2014-Badge.png" height="131" width="200"><br>
</div>
</div>
</div>
</div>
</blockquote>
<br>
<br>
<pre cols="72">--
Chad Kelly
Manager
CPK Web Services
web <a href="http://www.cpkws.com.au" target="_blank">www.cpkws.com.au</a>
phone 03 9013 4853</pre>
</div>
</blockquote></div>