If you are looking to cash in on the cloud computing buzz the first 2 cloud computing stocks you would have to look in to would be the 3 who have been involved in the cloud since the begining and also offer the technology to take advantage of it right away.
1. Vmware – vmware built its whole company around virtualization – and going to the “cloud” would have to be the next logical step for them.
The first ten years of VMware were about enabling customers to build out dynamic and efficient virtual infrastructure that delivered high levels of flexibility and resiliency,” said Paul Maritz, president and chief executive officer, VMware. “The next generation of innovative technologies in the Virtual Datacenter OS will enable companies to realize the promise of enterprise cloud computing – where applications are automatically guaranteed the right quality of service at the lowest TCO by harnessing internal and external computing capacity.
The Virtual Datacenter OS allows businesses to efficiently pool all types of hardware resources – servers, storage and network – into an aggregated on-premise cloud – and, when needed, safely federate workloads to external clouds for additional compute capacity. Datacenters running on the Virtual Datacenter OS are highly elastic, self-managing and self-healing. With the Virtual Datacenter OS from VMware, businesses large and small can benefit from the flexibility and the efficiency of the “lights-out” datacenter.
Many of the storage companies offering cloud services are using vmware to allow companies to throw up new servers with in minutes – which is huge for fast growing companies. They can expand as fast or as slow as they want and while only paying for what they use.
Each company that uses vmware as the backbone has to fork over a bunch of money to vmware mainly in licensing since vmware licensing is deffinitly not cheap.
This company is in the right postion to grow for a long time to come
2. Salesforce is the second company built that can bennefit from the cloud technology. They were one of the main companies if not the first that built the company on the idea of software as a service or SAAS.
Salesforce.com is the enterprise cloud computing company that is leading the shift to the Social EnterpriseTM. Our trusted cloud platform and apps—including our flagship CRM solution—help employees collaborate easily and connect with customers like never before.
And thanks to the cloud, all of it comes with low cost, low risk, and fast results.
There is no end in sight to the service that salesforce is offering and the street has agreed with this for some time. This company should also continue to grow.
Some other companies that are trying to bennefit from the cloud and making some serious investments to help make this happen are F5, Amazon, Google and Microsoft.
These are my top picks for cloud computing stocks. These are all solid companies with or with out the cloud but in my opinion the popularity of the cloud technology will only help there bottom line.