Technology Stocks: Cloud computing (On-demand software and services)  
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Cloud computing, while not a new concept, is emerging as one of the next big trends in information technology. Recent software and hardware developments and the ubiquitous availability of broadband services have made cloud computing a potentially disruptive concept.

It is a style of computing where massively scalable IT-related capabilities are provided to users as a subscription-based or pay-per-use service that is accessible in real time over the Internet to multiple external customers. It can extend the existing capabilities of an IT department and provide significant economies of scale. Most organizations that are currently accessing the cloud are using it to supplement their existing IT capabilities. In time, they may choose to move all of the computing needs to the cloud.

Some examples of cloud related services include:

Software as a service (“SaaS”) is a software delivery model where a software vendor develops a Web-native software application and hosts and operates the application for use by its customers over the Internet. The customer does not own the application, which can be accessed by multiple customers simultaneously, but generally pays for using it., Inc. (CRM (LAST: 158.13 7/8/2011 9:15:01 AM) (LAST: 158.13 7/8/2011 9:15:01 AM) ) is the poster child for the SaaS vendors. Other companies include Netsuite (N (LAST: 0 12:00:00 AM) (LAST: 0 12:00:00 AM) ), (SLRY (LAST: 4.09 12/31/1969 7:00:00 PM) (LAST: 4.09 12/31/1969 7:00:00 PM) ), Constant Contact (CTCT (LAST: 25.25 12/31/1969 7:00:00 PM) (LAST: 25.25 12/31/1969 7:00:00 PM) ), Taleo (TLEO (LAST: 36.79 12/31/1969 7:00:00 PM) (LAST: 36.79 12/31/1969 7:00:00 PM) ) and DemandTec (DMAN (LAST: 7.81 12/31/1969 7:00:00 PM) (LAST: 7.81 12/31/1969 7:00:00 PM) ).

Data as a Service is focused on delivering data in response to a query rather than providing access to a more elaborate, full-blown application. Google search falls into this category.

Utility computing, also referred to Hardware as a Service, allows customers to rent storage space and servers as they need them. The participants in this space include Amazon's Elastic Compute Cloud (EC2),'s AppExchange, IBM’s Deep Computing Capacity on Demand, Google’s App Engine, Rackspace’s Cloud FS, and Dell’s Cloud Computing Solutions.

Platform as a service provides programmers and companies with a development environment to build applications that run on the provider's infrastructure and are delivered to users from the provider's servers.

Managed service providers (“MSP”). Managed service providers offer fully outsourced network management services that include advanced features like IP telephony, messaging and call center, virtual private network, managed firewalls, and the monitoring of network servers.

The Top 100 Bloggers of Cloud Computing: 
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1137How did IBM manage to miss cloud computing? That is one poorly run company. FUBHO104/18/2014 12:48 AM
1136RE: AT&T and Comcast They are not competing. They are colluding. That is FUBHO-04/18/2014 12:44 AM
1135agree [GOOGL and AMZN]Two imaginative aggressive giants competing against one anGottfried-04/17/2014 04:21 PM
1134I would never underestimate Google. They have the financial and technical resourGlenn Petersen-04/17/2014 03:30 PM
1133These Numbers Show That Box CEO Aaron Levie Is A Genius Tien Tzuo, Zuora Glenn Petersen-04/17/2014 03:25 PM
1132I would need to see the data that some of these statements are derived from. FUBHO104/17/2014 04:31 AM
1131Glenn, very illuminating article, thank you! Google doesn't even show up on Gottfried-04/17/2014 12:38 AM
1130Amazon and Google are in an epic battle to dominate the cloud—and Amazon may alrGlenn Petersen104/16/2014 05:55 PM
1129Soon, cloud capacity will be available in a spot market Summary: InfrastructureGlenn Petersen-04/15/2014 07:54 AM
1128Dropbox's Next Chapter: Corporate Customers, IPO, Condi Rice, and Eddie VeddGlenn Petersen-04/09/2014 07:42 PM
1127Atlassian Valued at $3.3 Billion Selling Business Software Sans Salespeople By Glenn Petersen-04/08/2014 05:07 PM
1126Box Chief Invests in Supply Chain Software Company By WILLIAM ALDEN DealBook NGlenn Petersen-04/08/2014 07:45 AM
1125Cloud software maker Vocus to be taken private By Soham Chatterjee April 7, 201Glenn Petersen-04/07/2014 10:15 AM
1124Dropbox secures a $500 million credit line: Dropbox takes capital raising to $1Glenn Petersen-04/06/2014 03:31 PM
1123Uberification of the US Service Economy Schlaf Notes April 4, 2014 Since I joiGlenn Petersen104/04/2014 09:15 PM
1122Cloud Computing’s Watershed Week By QUENTIN HARDY New York Times March 29, 20Glenn Petersen-03/29/2014 12:40 PM
1121Did Google just doom the lot of small-scale cloud providers? By Derrick HarrisFUBHO103/29/2014 12:03 PM
1120Facebook — with help from Google, LinkedIn, Twitter — releases MySQL built to scFUBHO-03/27/2014 04:32 PM
1119Intel jettisons its Hadoop distro and puts millions behind Cloudera FUBHO-03/27/2014 04:31 PM
1118Google blows up cloud pricing; your move, Amazon by Barb Darrow 15 HOURS AGO FUBHO103/26/2014 09:51 AM
1117You're right. They probably are too late. Glenn Petersen-03/24/2014 05:27 PM
1116The Box registration statement:  Box Files For $250M IPO On Full-YGlenn Petersen-03/24/2014 05:14 PM
1115Makes me wonder if they are too late. Google's infrastructure is just increFUBHO-03/24/2014 05:01 PM
1114The surprise is that they have not entered the space sooner. The Box filing shoGlenn Petersen-03/24/2014 04:51 PM
1113Gearing up for cloudapalooza: Google and Microsoft face off against Amazon By FUBHO-03/24/2014 02:30 PM
1112That is a very interesting move... FUBHO-03/24/2014 08:20 AM
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