if you believe in cloud computing, which stocks should you own?

this are the ones i am thinking of:

google

rackspace

amazon

mellanox

netezza

here is their 1-Year performance

here is their 2-Year performance

quite different

would love to hear your thoughts

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2 Responses to “if you believe in cloud computing, which stocks should you own?”

  1. adisababa Says:

    got come emails on this one. what comes out of them includes
    Salesforce.com (CRM)
    NetSuite (N)
    Terremark Worldwide Inc. (TMRK)

  2. Ophir Says:

    Other ideas. Include sf.com and terramark or citrix . I’m not sure google is related

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