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The Public Corporate Face of Cloud Computing

As cloud computing becomes more mainstream, investors will start looking to get in on the act. With that in mind, a friend and I began discussing which public companies were getting into the cloud computing market and to what extent. I have put together the following list, and encourage comments, suggestions, and contributions. Perhaps we can even create a cloud computing stock market index?

Since no company (except perhaps Salesforce.com) derives 100% of its revenues from cloud computing at this point, none can be called true cloud computing companies. But we can attempt to determine to what extent each has jumped into the market.

Ticker
Symbol
Name Cloud
Product(s)
Comments
AMZN Amazon.com EC2, SimpleDB, S3, CloudFront, SQS Compute, storage, and database as a service
CRM Salesforce.com CRM solutions Software-as-a-service pioneer
CTXS Citrix Xen, Cloud Center Software for service providers
DLR Digital Realty Trust Data center development
EMC EMC Atmos, Atmos Online Hardware for service providers
GOOG Google Google App Engine, Google Apps Platform as a service
IBM IBM Smart Business, Lotus Live!, CloudBurst Software and hardware for service providers
MSFT Microsoft Azure Platform as a service with compute, database, and storage
ORCL Oracle Sun xVM, Kenai/Speedway, MySQL Software for service providers
RAX Rackspace Cloud Servers, Cloud Files, Cloud Sites Compute and storage as a service
T AT&T Synaptic Hosting, Synaptic Storage Infrastructure and storage as a service
TMRK Terremark Enterprise Cloud Software for internal service providers
VMW VMware vCloud Software for service providers
VZ Verizon Business CaaS Infrastructure as a service
YHOO Yahoo! Hadoop Software for service providers

One might also include 3PAR, Compellent, NetApp, Cisco, HP, Dell, and other vendors of hardware used by cloud service providers. Others that might be included include Red Hat, Novell, Unisys, and Symantec.

Please leave a comment below if you have any suggestions. I envision this becoming a living list (perhaps a Wiki) in the future.

About the author

Stephen Foskett

Stephen Foskett is an active participant in the world of enterprise information technology, currently focusing on enterprise storage, server virtualization, networking, and cloud computing. He organizes the popular Tech Field Day event series for Gestalt IT and runs Foskett Services. A long-time voice in the storage industry, Stephen has authored numerous articles for industry publications, and is a popular presenter at industry events. He can be found online at TechFieldDay.com, blog.FoskettS.net, and on Twitter at @SFoskett.

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