Niko Waesche is a venture capitalist, entrepreneur, and author of the book Simply Seven: Seven Ways to Create a Sustainable Internet Business. While companies such as Cisco Systems and Qualcomm have long been considered crucial to building the infrastructure of the Internet, will they continue to reap the benefits? In this audio interview, Waesche focuses on the "cloud companies" that have the money to invest, and shares why he believes companies such as Amazon.com and salesforce.com will be the real winners in the long run.
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Chris Hill owns shares of Amazon and Cisco Systems. The Motley Fool owns shares of Qualcomm, Cisco Systems, salesforce.com, Google, and Amazon.com. Motley Fool newsletter services have recommended buying shares of salesforce.com, Amazon.com, and Google and shorting salesforce.com. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.
