The dot-com scenario for 2010

Cloud innovation has been the "dot-com" scenario for 2010. From a business standpoint, the products being offered are simply tremendous. Clients are able to increase productivity, securely store and access information, and collaborate across time zones and geographic locations. And the Software-As-A-Service (SAAS) makes the innovation available and affordable to a much wider base of clients.

But as Barron’s mentioned this weekend, "the market for cloud computing is as competitive as things are sexy."

F5 Networks shook up the group Thursday when the company announced revenues that were in line with estimates – along with guidance that simply met consensus forecasts. Since the entire industry has conditioned investors to expect revenues beats and raised guidance, the ho-hum report was met with a sharp 25% drop in the stock.