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. Source
REAL-TIME MARKET ANALYSIS & RESEARCH ON CLOUD COMPUTING, FINANCIAL MARKETS, VIRTUALIZATION, GLOBAL SOURCING, EMERGING TRENDS AND BUSINESS STRATEGIES