Microsoft's Azure Cloud remains in a good position going into the holiday season: Jefferies analyst

John Blackledge, Cowen senior internet analyst, and Brent Thill, Jefferies lead tech analyst, join 'Squawk Alley' to discuss the 'stay-at-home' winners and the effect they expect to see from e-commerce on cloud software.
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Fri, Nov 20 202011:17 AM EST