Click here to learn more about SalesForce.com market value and how you should view the stock. Simon Moore makes a good case that current stock price is fair but to watch the cash flow carefully. Acquistiions have eaten up a lot of cash and stock compensation to employees may have an impact on share price.
Click here to read about this GigaOM article written CES about the demand for data centers. This space is going to grow dramatically over the next few years. Remember Verizon buying Terramark? How about when Savvis got acquired by CenturyLink? Look for more M & A in 2012 as the demand increases for these cloud centers.
Click here to learn why I love this guy! Every time I hear about a cool cloud company getting funding, up pops Frank's name and his company Iginition Partners. I hope to meet him at Vatorsplash on February 2 in San Francisco. I love the fact that Frank understands this sector and is so agressively funding it. Read this article and see why Frank just gets it!
Click here to learn more about economic impact cloud computing can have on any business you invest in and how one company views the benefits. I Cloud Inc. has a number of cool technologies that could bring more to the bottom line of any company that uses them.
Click here to learn what Joseph Kremer, President of APJ sees as Dell's path to the cloud. Dell is clearly committed to being successful in the cloud revolution. Investing in IP solutions that accelerate the adoption of the cloud current and future Dell customers is a sound strategy.
Click here to learn if SKYY is right for your portfolio. SKYY could be worth a closer look. While the fund is likely to be more volatile than its counterparts in the tech world, it will be hard to find another fund, focused on the U.S. space, which has such quality prospects for growth.
Click here to see what the new CEO of IBM thinks of cloud computing and their first acquisition of the new year. IBM is comitting over $20 Billion towards acquisitions from now through 2015. This article discusses the buyers market which could mean big money for some of the cloud start-ups as well as more established companies, some public already.
Click here to read an insightful perspective from a Barron's article about the future of cloud computing and its investment implications. This article looks at the microprocessor issues surrounding cloud computing and how this may provide interesting opportunities to profit from stocks focused on the cloud.
Click here to learn what Randy Bias, CTO and Co-Founder of Cloudscaling thinks about the last five years of cloud computing. Randy sees challenges for making money in the cloud space. This is a must read for investors looking to understand the prospects for many cloud companies in 2012.
Click here to learn why there is still room for Dell to become one of the cloud computing champs with positive ramifications for its stock price. Dell is well positioned to exploit the cloud revolution and committed financially to succeeding in the new age of IT.
