Ten Cloud Computing Companies Plus Two "Unconventional Plays"

Merill Lynch recently issued a research note: "The Cloud Wars: $100+ billion at stake" What do the following companies all have in common: Amazon, Microsoft, Google, EMC, VMware, IBM, Sun, Dell, Akamai, SalesForce.com, NetSuite, and Activision. Answer: Cloud Computing. Merill Lynch analysts reckon that by 2011 the volume of cloud computing market opportunity will amount to $160BN, including $95N in business and productivity apps (e-mail, office, CRM, etc.) and $65BN in online advertising. Merill Lynch recently issued a research note: “The Cloud Wars: $100+ billion at stake” (07 May 2008). The analysts write that by 2011 the volume of cloud computing market opportunity would amount to $160bn, including $95bn in business and productivity apps (email, office, CRM, etc.) and $65bn in online advertising. The authors identify 10... [read full story]