Blueshift Ideas is out with some tweets regarding cloud computing, and discusses some winners in the space.
In the report from last week, Blueshift says, "winners will be small, agile companies likely acquired by established IT companies in next 6-12 months."
Blueshift goes on to say Oracle ORCL is "said to be lagging innovation, a cohesive strategy and be too expensive for SMBs, where currently seeing fastest rate of cloud growth."
Blueshift concludes by saying, "Govt IT sources said Apple AAPL products integrated more into enterprise and govt workplaces. Echoes, confirms comments in our June Research in Motion RIMM report."
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