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Breakout Quarter for Cloud Computing Stocks Some time back I had discussed the possibility of cloud computing stocks being valued more than they are worth (See: Are Cloud Computing Stocks Overvalued?). While, personally speaking, I believe that cloud computing stocks have more solidity than their vaporous counterparts during the Dotcom Bubble, I did recommend caution. Perhaps this quarter will be a good time to examine the fundamentals of cloud computing stocks, considering they have had the best time in the markets in recent times. A lot of the exuberance was fueled by consolidation in the space, with some bigger companies

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