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May 27, 2013



Your comments from five years ago still look pretty smart -- not an easy thing to do.
But even though many vendors foresaw the cloud's importance, many failed to adapt their business models to embrace it. A number of enterprise computing and semiconductor vendors have been reporting weak results recently, often blaming the worldwide economy. But, the vendors are also being hurt by the availability of the cloud. The cloud allows customers to start new computing projects without making the expensive internal upgrades and new contracts that used to fuel vendor growth.

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