Industry News Desk
Merrill Lynch Estimates "Cloud Computing" To Be $100 Billion Market
Ten Cloud Computing Companies Plus Two "Unconventional Plays"
By: Markus Klems
Aug. 21, 2008 09:51 AM
Marcus Klems' Blog
Merrill Lynch recently issued a research note: “The Cloud Wars: $100+ billion at stake” (07 May 2008). The analysts write that by 2011 the volume of cloud computing market opportunity would amount to $160bn, including $95bn in business and productivity apps (email, office, CRM, etc.) and $65bn in online advertising.
The authors identify 10 companies + 2 “unconventional plays” with exposure to Cloud Computing growth. I tried to sketch their market position in a diagram (my own interpretation):
It is interesting that Merrill Lynch researchers added Activision to their top cloud company list. They are absolutely correct, though. If you manage to operate a 10 million WoW gamer user base in a distributed network, you definitely deserve to be in the champions league.
I will pick up other interesting aspects of the note in later blog posts. Comments, ideas?
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