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Technology Stocks : Cloud, edge and decentralized computing -- Ignore unavailable to you. Want to Upgrade?

To: MJ who wrote (203)	1/31/2009 6:36:30 PM
From: Glenn Petersen	Read Replies (1) \| Respond to of 1685

mj, The recession should stimulate the acceptance of cloud computing. Unfortunately, the revenues generated from Amazon’s EC2 and Google’s App Engine services represent only a minute portion of their overall revenues, so an investment in either of these companies, both of which I like for the long-term, should be based on their core activities. Because the definition of the “cloud” is not precise, I have expanded it to include the SaaS vendors. I would take a close look at Salesforce.com [t]CRM[/t], the poster child for the SaaS vendors. I would also look at Rackspace Hosting [t]RAX[/t], which is down considerably from its August 2008 IPO price of $12.50. Another company that you might want to consider as a play on cloud computing is VMware [t]VMW[/t], a company whose virtualization software is going to be a critical component for the growth of the cloud computing industry. You can find a discussion thread for VMware at: Subject 57240 We are in a mini Ice Age in Chicago. Regards, Glenn