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Morgan Stanley / Morgan Stanley Cloud Computing Model
     
Portfolio: Morgan Stanley - Cloud Computing - Best Positioned Companies  
Description: To track the Best Positioned vendors in cloud computing in the areas of Hardware, Software, IT Services, Networking, Storage, Semiconductors, and Telecom Services - Stock purchases made end-of-day 3 Nov 2011
Objective: Watch  
Timeframe: 2013  
                   
Current Investments
Stocks  
Morgan
Stanley
Fidelity
Goldman
Sachs
Peachtree
Capital
GigaWealth
Short term
GigaWealth
Mid term
  
                   
  ABVT Stock
Good
Good
Awesome
Awesome
Awesome
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  ACN Stock
Awesome
Good
Good
Awesome
Awesome
Good
 
  BRCM Stock
Fair
Fair
Good
Fair
Awesome
Good
 
  CAVM Stock
Awesome
Fair
Fair
Good
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Good
 
  CTSH Stock
Awesome
Awesome
Awesome
Good
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Good
 
  EMC Stock
Awesome
Good
Good
Awesome
Awesome
Fair
 
  EQIX Stock
Good
Good
Good
Fair
Awesome
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  IBM Stock
Good
Good
Good
Bad
Awesome
Good
 
  JNPR Stock
Awesome
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Awesome
Awesome
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Good
 
  NTAP Stock
Awesome
Awesome
Good
Awesome
Awesome
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  RAX Stock
Awesome
Awesome
Good
Awesome
Awesome
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  CRM Stock
Awesome
Fair
Awesome
Awesome
Awesome
Good
 
  SNDK Stock
Awesome
Fair
Good
Awesome
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Awesome
 
  TDC Stock
Awesome
Awesome
Good
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  VMW Stock
Good
Good
Good
Fair
Awesome
Fair
 
                   
                   
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