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Technology Stocks : Cloud, edge and decentralized computing
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To: Glenn Petersen who wrote (502)12/16/2010 11:54:16 AM
From: stockman_scott1 Recommendation  Read Replies (1) of 1685
 
16-Dec-10 09:49 ET In Play ISI Group ranks their cloud universe : ISI Group believes VMW and CRM are best positioned for the paradigm shift of cloud computing. MSFT they see as next, however, secular concerns about the co's competitive positioning in areas such as tablets and mobile are likely to continue to restrain the multiple until addressed. RHT they see in the fourth slot with ORCL fifth as it may not have all the pieces of the puzzle today, but its M&A strategy and internal R&D efforts give them confidence that this will change. CTXS they believe is in the sixth best position to benefit from cloud computing. In the hardware space, they believe HPQ will gain more than DELL primarily due to HP's broader product portfolio.
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