From: Long Investing Ideas from Seeking Alpha - 5:47pm - August 3, 2012By Dana Blankenhorn: Technology journalist Adrian Bridgwater says clouds are a social phenomenon. They're not as important for what they do as for what they enable, namely closer connections among people. This is not the way most investors see the technology. Most investors see companies involved in building clouds, like Rackspace (RAX), or developing cloud software, like Red Hat (RHT), as having more value. But even Red Hat CEO Jim Whitehurst, speaking at his own company's annual Summit meeting in Boston in June, claimed his company and its competitors are just tool builders, that what will make cloud valuable is what people and companies do with the tools. The first services born of the cloud are the social networks - Facebook (FB), LinkedIn (LNKD), Yelp (YELP), Twitter. This may be why Google (GOOG) practically had to build its own social system - it had built a grea...
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Source: http://ewallstreeter.com/investing-in-clouds-means-seeking-applications-4377/
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