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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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From: Gottfried	10/24/2010 5:15:11 PM
	1 Recommendation of 95572

Barron's on cloud computing "IT TURNS OUT THIS CLOUD has a dark side for technology vendors–and their shareholders." Corporate adoption of efficiency-enhancing, virtualized computer networks, known as "private" clouds, is going so well that big companies may be ready for the next phase of cloud computing years sooner than either Wall Street or Silicon Valley expected. That's not a welcome development for the technology suppliers that sell Corporate America hardware and software because the next step is the outsourcing of many data-processing services. In other words, corporate customers gradually will be cutting back on big-ticket items and redirecting smaller amounts of money to computer-services" online.barrons.com the above is the free preview. I read the article in my neighbor's hard copy. Worth a read. INTU is expected to benefit, as well as AMZN, GOOG,VMW and maybe MSFT I'm concerned about this affecting equipment vendors negatively.

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