24.06.2012
With the increase of familiarity, acceptance and usage of cloud computing, we see huge potential on companies who have either started or are going to build their business around this new hype that gets every IT school introducing a new syllabus for their students.

Apart from companies like Microsoft (MSFT),Oracle (ORCL), SAP (SAP) & Salesforce.com (CRM) who are providing such service directly, businesses like Dell (DELL) and CISCO (CSCO) who provide the hardwares will also stand to gain from the gradual acceptance of this new technology. Also, not forgetting the offsite servers companies residing in every countries. If they are listed, good chance if their valuation is still low, if not, take a share if you are ever presented with a chance.

We have heard numerous a time that Apple (AAPL) is being overvalued but what we think is that IT still has so much room to grow that all valuation on tech stock may seem cheap when you look back 10 years later. Needless to say, our main direction to stay on tech stock and telcos will continue this year and, perhaps, the many years to come.