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How do I play the coming IT spending explosion?

|Includes: CRM, Rackspace Hosting, Inc. (RAX), VMW

Cloud computing is here to stay, and is rapidly becoming the standard for IT services and the distribution of information. Amazon leads this field, with Microsoft next in line. Though the bigger players get all the headlines, some smaller players in cloud computing are the true gems -, VMware and Rackspace Hosting.

Could these be household names soon? -

These companies have a much larger stake in the cloud computing revolution because their primary focus involves IT services.  As IT growth is expected to explode in 2011, these three companies stand the most to gain based upon their strong correlation to the lever. As things pick up in IT spending, the picture looks bright for these three.

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Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.