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.
Clouds are important but can they justify the multiples cloud companies like VMWare, Citrix and Red Hat (RHT) are drawing? I don't think so. But when this dance ends and the next one starts, Citrix' track record tells me they'll be in it. That's why, at the right price, it's a good investment. Click here to learn why. Curated by Kyle Brown.