2010 and Cloud Stocks

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Is 2010 Another Great Year for Cloud Stocks? | AMR Research - Supply Chain Management Experts
Today, cloud applications represent a small percent of software spend. In the Piper Jaffray study, it’s 5.7%. This is expected to grow to 13.5% of total spend over the next five years. Personally, I think that figure is too conservative.

For now, 72% of respondents are leaning toward best-of-breed vendors for cloud applications. That said, though, when asked to select the tech vendor that would be a “material part of your organization’s cloud-computing plans,” Microsoft earned top billing with 65% of the vote, followed by Oracle (61%), VMware (55%), Google (53%), and salesforce.com (52%).

If you’re curious about SAP’s ranking, only 11% see the ERP leader as a key cloud vendor. The relatively low response placed the company 16th on the list, trailing RIM, Dell, Red Hat, Amazon.com, IBM, Sun, EMC, Apple, Concur, and Yahoo.

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