I received two white papers today on the tech sector. Here are a few takeaways.
*Iphone projected sales thru 2014 will be up 200-300%
*Media tablet sales are expected to increase 500-600% with an $11 billion market by 2014.
*Projected winners- AAPL, RIMM, QCOM, and GOOG (via the android)
EXCERPT Regarding Cloud Computing:
The relevant mature companies who have been investing in this technology and
have the potential to capture Cloud Computing opportunities over the next
several years include: Microsoft, Google, Cisco, IBM, Oracle, Adobe, HP, EMC,
and Amazon. Pure-play vendors who currently have the most meaningful presence
within the space include: Salesforce.com, VM Ware, Taleo, Concur, Constant
Contact, Netsuite, Citrix, RackSpace, Terremark, and Equinix. Finally, there are
several other vendors who have been increasing investments and the capabilities
of building a meaningful presence as the Cloud Computing paradigm shift occurs.
Those companies include: BMC, CA, Informatica, Accenture, CSC, AT&T,
Verizon, Red Hat, and Quest Software.
The papers were issued by The Boston Company Asset Management.
Posted by matt38 - 17 years ago
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