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Morgan Stanley / Morgan Stanley - Cloud Computing
Name: Cloud Computing
Description: Cloud Computing consisting of Hardware, Software, Storage, Networking, IT Services, Semiconductors, Telecom Services sub-industries
Author: Morgan Stanley
Industry Analysis   
1. Importance Very important   Cloud computing is forecasted to be one of the major growth opportunities for Hardware, Software, Storage, Semiconductor, Networking, IT Services and Telecom Services for the next three years (through 2013).
2. Wisdom Important   Cloud computing will attract the majority of new investment money, and managed money
3. Knowledge Important   There will be specific winners in the race to the cloud. Their valuations have to be carefully evaluated and not purchased at over-bought levels.
4. Current Assessment Awesome   Cloud computing demand is driving current purchasing decisions.
5. Future Assessment Awesome   The demand for cloud computing will drive IT spending through 2013.
Future Assessment Probabilities, Reasons and Explanations
   Possible Outcome Probability Value Reasons and Explanations
1. Awesome   60% > 50% CAGR Cloud computing has very strong advantages in terms of cost and solution to traditional delivery models.
2. Good   30% > 25% CAGR The world economy weakens to a growth range above 0% and below 2%.
3. Fair   10% > 10% CAGR The world economy sinks into a global recession.
4. Bad   0% < 10% CAGR The worldwide economy is a very deep recession.
5. Terrible   0% < 0% CAGR The worldwide economy has a worldwide depression.
Key Performance Indicator Summary
Key Performance Indicator Importance   Current Assessment   Future Assessment  
1. Opportunity     Very important   Awesome   Awesome
2. Public Cloud - Infrastructure as a Service (IaaS)     Very important   Awesome   Awesome
3. Public Cloud - Platform as a Service (PaaS)     Very important   Awesome   Awesome
4. Public Cloud - Software as a Service (SaaS)     Important   Awesome   Awesome
5. Cumulative Annual Growth Rate (CAGR)     Very important   Good   Awesome
6. Managed hosting     Important   Fair   Fair
7. On-premise     Important   Fair   Bad

Sub-Industry Analysis Summary

Sub-Industry Importance   Current Assessment   Future Assessment  
1. Hardware   Very important   Fair   Good
2. Software   Very important   Good   Awesome
3. Networking   Important   Good   Good
4. Semiconductors   Important   Good   Good
5. Telecom Services   Important   Fair   Good
6. IT Services   Very important   Good   Awesome
7. Storage   Important   Fair   Good
Associated Information
Morgan Stanley - Cloud Computing Takes Off - 23 May 2011

Morgan Stanley - Cloud Computing - Best Positioned US Companies details | comparatives | stock charts
Morgan Stanley - Cloud Computing - All US Equity Participants details | comparatives | stock charts

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