No, I don't. Also, my view of Azure pretty much comes from experience with it long ago and a year-old Gartner analysis [1]. I can easily accept that Azure is very different than it used to be. I can also easily accept that it's doing better against AWS than anyone else.
But I'd need hard numbers to refute that Gartner analysis. Spending 50% more than your competitor and having a market share less than 1/5 (probably a lot more, since the 1/5 is 15 providers combined), is something I struggle to call "success". I'd be less harsh if this didn't fit a pattern. And I know spending more and having less is the price that challengers face, but again, not being an incumbent (and failing to mount a real challenge) is a pattern we've seen before.
[1] http://readwrite.com/2013/08/21/gartner-aws-now-5-times-the-...
