Here's a video from Market Watch.com and an interview with Cody Willard tech analyst about cloud companies worth buying.
http://www.marketwatch.com/video/asset/revolution-investing-cloud-growing-into-a-bubble-2011-04-27/FF5BBBA2-A809-4935-BF2A-45A5BB86158A#!FF5BBBA2-A809-4935-BF2A-45A5BB86158A
Eric
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