Cloud computing is a game-changer,
affecting the entire value chain. The industry involves players offering
services like data centers, software as a service (SaaS) and networking
equipment. Every player in this industry is trying to integrate its
offerings and cater to the requirements of cloud and data centers. Still
an evolving industry, competition is expected to intensify and data
centers will be the epicenter.We believe the companies best positioned
to take advantage of the opportunities offered by this industry include
Equinix (EQIX), Interxion (INXN), Salesforce.com (CRM) and Cisco (CSCO).
Cloud computing
has revolutionized how the IT industry deals with the addition,
manipulation, retrieval and submission of data. The transformation has,
to some extent, affected every player in the IT ecosystem, while paving
the way for several new pure play companies in the cloud computing
industry. read more about CSCO.
