Merrill Lynch recently issued a research note: “The Cloud Wars: $100+ billion at stake” (07 May 2008). The analysts write that by 2011 the volume of cloud computing market opportunity would amount to $160bn, including $95bn in business and productivity apps (email, office, CRM, etc.) and $65bn in online advertising.
The authors identify 10 companies + 2 “unconventional plays” with exposure to Cloud Computing growth.
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Thank you for posting this amazing blog!
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Thanks Tarry! Good post and gives a different slice of the happenings in this space.
ReplyDeleteOf all the "bubbles", Internal Cloud was kind of not very clear. Is this what we also call the "private cloud" ? or else what would it refer to?
Thanks