【发布机构】:摩根斯坦利
【发布作者】:Global Technology and Telecommunications Team
【发布时间】:2011年5月23日
【页数】:103page
【格式】:pdf
【目录】:
Measuring Cloud Impacts
Stronger than Investors Anticipate ................................................................................................................................... 4
What We Did and Why..................................................................................................................................................... 7
The Coming Server Squeeze........................................................................................................................................... 12
Cloud Compression Effects.............................................................................................................................................. 16
Industry Takeaways
Hardware ......................................................................................................................................................................... 20
Software........................................................................................................................................................................... 27
Telco Services.................................................................................................................................................................. 37
Networking Equipment ..................................................................................................................................................... 39
Semiconductors ............................................................................................................................................................... 44
IT Services ....................................................................................................................................................................... 47
Cloud Computing Primer ......................................................................................................................................................... 54
The Spectrum of Public Cloud Solutions: SaaS, PaaS, IaaS .......................................................................................... 60
SaaS: Applications in the Cloud...................................................................................................................................... 61
PaaS: Application Development and Deployment Platform in the Cloud ........................................................................ 67
IaaS: Infrastructure in the Cloud...................................................................................................................................... 70
Public Cloud Build-Out and Operating Cost Analysis....................................................................................................... 74
Private Clouds: Sharing on the Inside............................................................................................................................. 77
Appendix I: Morgan Stanley Best Positioned for Cloud Migration Basket Constituents .......................................................... 85
Appendix II: Cloud Survey Results.......................................................................................................................................... 86
Appendix III: Quantifying the Cloud Impact on Server Growth ................................................................................................ 92
摩根斯坦利-全球云计算行业研究报告.pdf
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