You can say it's too early to make any financial bets on cloud, but if you peak at the financials of the player stocks (FFIV,GOOG,EMC,VMW,CTX... you see that their cash flows and revenues have all been ramping smoothly up to current all time highs despite the severe downturn. Is that just a coincidence?
George Gilder's world where the computer on our desk will be just a light switch and a window to the net may not be here for awhile, but the companies moving us in that direction are going to be rife with winners.
Cloud Wars Are on the Horizon [View article]
George Gilder's world where the computer on our desk will be just a light switch and a window to the net may not be here for awhile, but the companies moving us in that direction are going to be rife with winners.