By now, you've probably heard that Microsoft's
Can we get past this? Outages happen. They will continue to happen. As reliable as it is, the Internet is neither efficient nor 100% reliable. If it were, Web content delivery services wouldn't exist.
As investors, we need to recognize this outage as profit opportunity. The Danger data drain was more than a miscue; it illustrates a vulnerability in the cloud computing value chain, a hole that can only be filled with new and better data management and backup tools.
Backup?
Right, backup. If we're honest with ourselves, we'll admit that we like cloud computing. We like that it's cheap, and we like that we don't have to manage much of what's under the hood. This is why salesforce.com
Therein lies the opportunity. See, if we aren't about to abandon cloud computing, running from the data center like a screaming teenager fleeing some horror-movie killer, then we're left with only one choice: Fix what remains by making cloud computing more reliable. Data management and backup software can copy, replicate, and store information where it can never be lost.
Have you checked the vault?
The technology is in demand. Ask EMC
Thanks to acquisition, attrition, and the Darwinian cycle of innovation that defines the tech industry, few public data-management pure plays remain. VMware
If not VMware, whom? CommVault
Metric |
|
---|---|
Recent price |
$21.36 |
CAPS stars (out of 5) |
*** |
Total ratings |
224 |
Percent bulls |
94.6% |
Percent bears |
5.4% |
% above 52-week low |
193.8% |
Sources: CAPS, Yahoo! Finance.
Data current as of Oct. 14.
They're right to be skeptical. CommVault has just about tripled from its 52-week low, and consequently may be priced for unsustainable growth. There's just one problem: Evidence points to accelerating growth in cloud computing, and Danger's miscue could create commensurate demand for data management and backup technology.
But that's also just my take. What would you do? Would you buy CommVault at today's prices? Let us know by signing up for CAPS today. It's 100% free to participate.
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