Cloud Set to Drive a New "Roaring 20s" Defined by Big Productivity Improvements
Comment of the Day

October 18 2019

Commentary by Eoin Treacy

Cloud Set to Drive a New "Roaring 20s" Defined by Big Productivity Improvements

Thanks to a subscriber for this report from Oppenheimer which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

I received a service call from Bloomberg this morning while I was reading this report and it occurred to me that I worked for a cloud company all those years ago and didn’t even know it. Back in the early 2000s Bloomberg insisted on dedicated lines before they would install a terminal. The system required the bandwidth to pump real-time prices and calculations through to the end user. Those calculators sat on the company’s servers rather than the desktop which is effectively what cloud computing is.

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