【名称】：Cloud Computing Takes Off -Market Set to Boom as Migration Accelerates
            【发布机构】：摩根斯坦利
            【发布作者】：Global Technology and Telecommunications Team
            【发布时间】：2011年5月23日
            【页数】：103page
            【格式】：pdf
            【目录】：
Measuring Cloud Impacts  
Stronger than Investors Anticipate ...................................................................................................................................  4
What We Did and Why.....................................................................................................................................................  7
The Coming Server Squeeze...........................................................................................................................................  12
Cloud Compression Effects..............................................................................................................................................  16
Industry Takeaways  
Hardware .........................................................................................................................................................................  20
Software...........................................................................................................................................................................  27
Telco Services..................................................................................................................................................................  37
Networking Equipment .....................................................................................................................................................  39
Semiconductors ...............................................................................................................................................................  44
IT Services .......................................................................................................................................................................  47
Cloud Computing Primer .........................................................................................................................................................  54
The Spectrum of Public Cloud Solutions:  SaaS, PaaS, IaaS ..........................................................................................  60
SaaS:  Applications in the Cloud......................................................................................................................................  61
PaaS:  Application Development and Deployment Platform in the Cloud ........................................................................  67
IaaS:  Infrastructure in the Cloud......................................................................................................................................  70
Public Cloud Build-Out and Operating Cost Analysis.......................................................................................................  74
Private Clouds:  Sharing on the Inside.............................................................................................................................  77
Appendix I: Morgan Stanley Best Positioned for Cloud Migration Basket Constituents ..........................................................  85
Appendix II: Cloud Survey Results..........................................................................................................................................  86
Appendix III: Quantifying the Cloud Impact on Server Growth ................................................................................................  92