The "Cloud" has been seeing a lot of momentum this past year, and one place where that is readily apparent is in the stock price of companies making major strategic investments in Cloud technology and associated offerings, as well as aggressive go-to-market plans with those offerings.
To demonstrate this, take a look at the one-year stock price increase of eight major cloud vendors versus the Dow Jones Industrial Average. These eight growth companies were selected because of their software-as-a-service (SAAS) or infrastructure-as-a-service (IAAS) focus. They are Informatica (INFA), Salesforce.com (CRM), Amazon (AMZN), Netsuite (N), Rackspace (RAX), Success Factors (SFSF), Akamai (AKAM), and VMWare (VMW). These securities have seen on average an 81% price increase over the past year, versus a paltry 6% versus the Dow Jones Industrial Average (which at least has gone up).
Will it continue? There is still a long way to go in this space, so probably so.