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Would you invest in cloud computing today?

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November 24, 2009 – Comments (9)

Seriously, I'm asking. Working on a story for the site about investing in cloud computing. If you are buying cloud computing stocks, tell me which ones. If you aren't, why aren't you?

Thanks for your insights and Foolish best,

Tim (TMFMileHigh and @milehighfool on Twitter) 

9 Comments – Post Your Own

#1) On November 24, 2009 at 8:27 PM, brickcityman (< 20) wrote:

Hell no.

 

To my knowledge there is no company out there that can credibly claim, based on track record, to keep your data safe.  That's not to say that the current model is any more or less safe than a full-up cloud, but I think people will maintain a healthy degree of skepticism of any more exposure to the wilds of the web than they already are forced to have.

 

Of course I wouldn't rule out in investing in a killer app.  Either a model that really incentivizes people to relinquish their data.  Or a new paradigm that instills confidence.

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#2) On November 24, 2009 at 11:41 PM, streetflame (30.14) wrote:

Technology in general is overpriced right now, and cloud computing is no exception.

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#3) On November 25, 2009 at 12:54 AM, ajm101 (32.88) wrote:

I have VMW personally (EMC is equally good).  I don't think there's another company that offers a pure play on cloud infrastructure.  GOOG and AMZN have the best cloud offerings in Apps Engine and EC2/S3, but those are rounding errors in their revenue. 

IBM, HPQ, DELL... normal array of biggies, but they're just trying to protect their hardware business and get consulting fees.  CSCO seems to get it more, but is probably already too large for huge moves.

I am not a particular fan of CTXS or AKAM.  Need to learn more about the force.com aspect of CRM, but not really interested in them either.

I think the datacenter is underappreciated in all of this (TMRK, RAX), as is the operating system (RHEL).  It probably hurts demand for hardware, w/ the possible exception of high quality RAID controllers (LSI, AMCC?).

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#4) On November 25, 2009 at 1:16 AM, portefeuille (99.66) wrote:

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#7) On February 24, 2009 at 1:51 PM, portefeuille (99.96) wrote: EMC - 10.78 - outperform
#53) On March 04, 2009 at 11:05 AM, portefeuille (99.96) wrote: VMW - 21.30 - outperform
#71) On March 05, 2009 at 11:57 AM, portefeuille (99.96) wrote: AMZN - 64.07 - outperform
#102) On March 05, 2009 at 8:00 PM, portefeuille (99.96) wrote: CSCO - 14.55 - outperform
#121) On March 07, 2009 at 11:50 AM, portefeuille (99.96) wrote: RHT - 13.43 - outperform
#122) On March 07, 2009 at 12:03 PM, portefeuille (99.96) wrote: AKAM - 16.36 - outperform
#172) On March 11, 2009 at 5:08 PM, portefeuille (99.96) wrote: RACK - 3.69 - outperform (now SGI)
#220) On March 16, 2009 at 12:22 PM, portefeuille (99.96) wrote: TMRK - 2.34 - outperform
#257) On March 18, 2009 at 12:18 PM, portefeuille (99.96) wrote: LLNW - 3.01 - outperform
#298) On March 23, 2009 at 9:51 AM, portefeuille (99.96) wrote: CTXS - 23.09 - outperform

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(from here)

 

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#5) On November 25, 2009 at 1:18 AM, portefeuille (99.66) wrote:

so I guess I did like some "cloud computing stocks" towards the end of winter, hehe ...

I still like most of those ...

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#6) On November 25, 2009 at 7:33 AM, TMFMileHigh (74.21) wrote:

All,

Thanks very much. I'm giving both bulls and bears their say, so this should be fun.

Foolish best,

Tim (TMFMileHigh and @milehighfool on Twitter) 

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#7) On November 25, 2009 at 9:13 AM, russiangambit (29.40) wrote:

What about CRM? Went from $30 to $60  in a couple of months. I am wondering why ?

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#8) On December 08, 2009 at 9:16 AM, TMFMileHigh (74.21) wrote:

'Morning everyone,

Thanks for your help with the story. It's now live on the front page of Fool.com. You can also find it here.

russiangambit: There are variety of factors behind salesforce.com's rally, but I think the most important is developer-fueled interest in the platform. Also, the general economic advantages of cloud computing have become clearer, as the article shows. I like the direction salesforce.com is headed.

Thanks again and Foolish best,

Tim (TMFMileHigh and @milehighfool on Twitter) 

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#9) On July 13, 2011 at 4:51 PM, secretbonus (< 20) wrote:

I have just done some prognostication and I believe there will be a HUGE movement into cloud computing. I am going to write a blog post on this subject at some point.

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