Hat tip to Tech Trader Daily!
Citigroup's software analyst in San Francisco, Walter Pritchard, wrote a research report today with some interesting and insightful observations. It is based on an interview with the CEO of Appirio, a Cloud SI and hence represents one (or is it two?) person's view. It is still a worthy read and I'd like to hear from your own experience. Let me know via comments.
Walter posits:
Do you agree? What other data/trands do you see?
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