Some new names

[Grieve]

The cloud is here and has been for 10 years. The marketing term "cloud" is starting to take shape, but the players are pretty well defined.

The cloud is and has been here, but it's still at the very early stages. Most consumers and companies still have most of their data on-site. I think that is going to start changing much more rapidly. You won't make (big) money from it through the big established players, but you can still profit very well from the little guys like FIO.

Of course, the other good play is the infrastructure to carry all that data...