As an investor, just know this. Not everyone who says they have cloud has cloud. Amazon and Google have cloud, everyone else wants to claim cloud, and the race will go to whoever can get costs down fastest and move enterprise system capacities up into the cloud. This is happening, no doubt about it. Click here to learn more.
Strong growth. Loyal customers. Efficient use of capital. Forget that the phrase "cloud computing" is even a part of this stock story. Doesn't that sound like the sort of business you want to own? Click here to learn more.
What makes RAX such an attractive short: The consensus diluted EPS estimate for 2011 is just shy of 50 cents. The estimate rises to 90-95 cents in 2013. Research reports don't show RAX capital expenditures rising meaningfully from 2011 levels. In other words, Wall Street analysts seem to believe that this capital intensive business can ramp its earnings growth without meaningfully increasing capital spending.
Massive energy savings are possible with cloud computing. Learn why Verecloud is one of the key players in the telco space and provider of turn-key solutions that save money and energy. Click here to learn more. Curated by Kyle Brown.