Google (NASDAQ:GOOG), Hewlett-Packard (NYSE:HPQ), IBM (NYSE:IBM), Microsoft (NASDAQ:MSFT), Red Hat (NYSE:RHAT), Salesforce.com (NYSE:CRM), and Yahoo! (NASDAQ:YHOO) are all players in the emerging technology of cloud computing. In this installment of "Fool Video," Motley Fool contributor Tim Beyers gives his take on some potential winners and losers in this nebulous emerging sector.

Microsoft is an Inside Value pick. Google is a Rule Breakers pick. 

Try any of our Foolish newsletter services free for 30 daysTim Beyers owns shares of IBM and Google. Mac Greer doesn't own any of the stocks discussed. The Fool has a disclosure policy.