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Categories: Amazon google IBM Microsoft Oracle SAP

Last week, #MorganStanley released a report on cloud computing, that evaluated the major players in the cloud ( #IBM, #BABA, #ORCL, #AMZN, #MSFT, #GOOGL, #SAP) by compiling estimates of “revenues, expenses, and capital requirements through 2020 to yield cloud free cash flow.” Their findings: IBM has the most upside potential followed by #Alibaba. Morgan Stanley thinks IBM’s $3 billion #publiccloud business will grow by 33% from 2016-2020.

http://finance.yahoo.com/news/morgan-stanley-ibm-most-upside-181200281.html

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