摩根斯坦利：云计算起飞 (104 页)

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Stronger than Investors Anticipate ........... 4

What We Did and Why................. 7

The Coming Server Squeeze................... 12

Cloud Compression Effects...................... 16

Hardware ............. 20

Software............... 27

Telco Services.................. 37

Networking Equipment ................. 39

Semiconductors ............... 44

IT Services ........... 47

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................. 78