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MORGAN STANLEY: IBM has the most upside in the cloud (IBM)

Last week, Morgan Stanley released a report on cloud computing, that evaluated the major players in the cloud (IBM, BABA, ORCL, AMZN, MSFT, GOOGL, SAP) by compiling estimates of "revenues, expenses, and capital requirements through 2020 to yield cloud free cash flow." Their findings: IBM has the most upside potential followed by Alibaba. Morgan Stanley thinks IBM's $3 billion public cloud business will grow by 33% from 2016-2020.
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