sango

Avoiding the Cloud Computing Commoditization Death Spiral

Cloud computing seems like the next "hot stock" area, but my only concern is that there aren't any pure CC companies trading on the exchanges.

I know that Amazon, Cisco and EMC are just a few companies venturing into CC but they haven't shown it will drastically increase their profits or revenue.

Granted Salesforce.com is one of the few early CC companies out there. But it's been hit/miss with quarterly results.