Datacenters: IT Spending

I'm going to lump a few things together here.  Internet, datacenters and virtualization.

Next generation internet/data center plays:
RVBD (Network optimization)
CIEN (Infrastructure, AT&T supplier)
CSCO (Needs no introduction) Did you hear about the CRS-3??? Look it up.
RAX (Cloud computing)
APKT (Session-Border Controllers -- "Enable service providers, enterprises, and contact centers to deliver interactive communications and data services across Internet protocol (IP) network borders in the United States, Canada, and internationally.")
NTAP (datacenter storage)
XRTX (NTAP supplier)
VMW (virtualization leader)
CRM (One of the pioneers in the field of cloud computing.)

I will eventually elaborate on these but I don't have time now.  Just know that these are some of the best on the forefront of new information technology.

Take a look at their charts, its no coincidence that these are outperforming nearly everything over the last year.