Cloud Computing - What's Next?

There's a whole set of companies that either have models that are built on top of the cloud or provide other kinds of services and you own some of those stocks. Best to breed players are going to be able to slide in between the big public clouds and occupy that space and build good businesses on their own. So all these names have a really great growth trajectory ahead of them, even though they may be in a bit of a digestion phase themselves as well.