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The two words Bill Gates 
doesn't want you to hear...

They spooked the Microsoft founder into early retirement. Now they're going to bring down his empire and make a handful of investors rich. You can join them -- but you must act now.

Good Afternoon Opportunistic Investor,

On October 30, 2005, something incredible happened...

In Redmond, Washington, one of the world's richest -- and most powerful -- businessmen sent an urgent memo to his top engineers and most-trusted managers.

It sounded the alarm that a very disruptive "wave" was about to wash over the entire world -- forever changing the way we get information and do business.

The unimaginable is fast becoming a reality

You probably remember when computers took up entire rooms and were used only by companies that needed to do intense mathematical calculations.

That all changed when Intel unveiled the microprocessor and a geeky college dropout started writing software with his former high school pal.

Thanks to the virtual desktop they developed, the PC quickly replaced the mainframe as the center of corporate computing and began showing up in homes across America.

Before long, companies began building intraoffice networks so that their employees could run programs like Microsoft Word and Excel on their PCs, and also access programs, files, and printers from a central server.

But, like Edison's, this model was far from perfect.

Due to a lack of standards in computing hardware and software, competing products were rarely compatible -- making PC networks far more inefficient than their mainframe predecessors.

In fact, most servers ended up being used as single-purpose machines that ran a single software application or database.

And every time a company needed to add a new application, it was forced to expand its data centers, replace or reprogram old systems, and hire IT technicians to keep everything running.

As a result, global IT spending jumped from under $100 billion a year in the early 1970s to over $1 trillion a year by the turn of the century.

Here's the dirty secret behind this mind-boggling growth -- 
and the two words that will put an end to the party

IT-consulting firm IDC reports that every dollar a company spends on a Microsoft product results in an additional $8 of IT expenses.

And one IT expert admits, "Trillions of dollars that companies have invested into information technology have gone to waste."

Yet, companies have had no choice but to run these obscenely expensive and highly inefficient networks.

But that's all about to change...

And that's precisely why the two words "cloud computing" scare the hell out of Bill Gates.

You see, he realizes that thanks to the thousands of miles of fiber-optic cable laid during the late 1990s, the speed of computer networks has finally caught up to the speed of computer processors.

As IT expert Nicholas Carr explains, "What the fiber-optic Internet does for computing is exactly what the alternating-current network did for electricity."

Suddenly, computers that were once incompatible and isolated are now linked in a giant network, or "cloud."

As a result, computing is fast becoming a utility in much the same way that electricity did...

"The next sea change is upon us." -- Bill Gates

Think back a few years -- any time you wanted to type a letter, create a spreadsheet, edit a photo, or play a game, you had to go to the store, buy the software, and install it on your computer.

But nowadays, if you want to look up restaurants on Google... find directions on MapQuest... watch a video on YouTube...  or sell furniture on Craigslist... all you need is a computer with an Internet connection.

Although these activities require you to use your PC, none of the content you are accessing or the applications you are running are actually stored on your computer -- instead they're stored at a giant data center somewhere in the "cloud."

And you don't give any of it a second thought... just like you don't think twice about where the electricity is coming from when you plug an appliance into the wall.

But cloud computing isn't going to be just a modern convenience -- it's going to be an enormous industry.

You see, everyone from individuals to multinational corporations can now simply tap into the "cloud" to get all the things they used to have to supply and maintain themselves. This will save some companies millions and make others billions.

"Is cloud computing the next big thing?"

That's the title of an article in PC Magazine.

The answer was an overwhelming yes. And PC Magazine isn't the only one taking note of this sweeping trend...

 

The Economist claims, "As computing moves online, the sources of power and money will increasingly be enormous 'computing clouds.'"

David Hamilton of the Financial Post says this technology "has the potential to shower billions in revenues on companies that embrace it."

And Nicholas Carr, former executive editor of the Harvard Business Review, has even written an entire book on the subject, titled The Big Switch. In it, he asserts: "The PC age is giving way to a new era: the utility age."

He goes on to make this prediction: "Rendered obsolete, the traditional PC is replaced by a simple terminal -- a "thin client" that's little more than a monitor hooked up to the Internet."

While that may sound far-fetched, in the corporate market, sales of these "thin clients" have been growing at over 20% per year  -- far outpacing that of PCs.

According to market-research firm IDC, the U.S. is now home to more than 7,000 data centers just like the one constructed on the banks of the Columbia River in 2005.

And the number of servers operating within these massive data centers is expected to grow to nearly 16 million by 2010 -- that's three times as many as a decade ago.

"Data centers have become as vital to the functioning of
society as power stations." -- The Economist 

The simple truth is that cloud computing is becoming as big a part of our everyday lives as cell phones or cable television.

That's why I'm so eager to tell you all about the three companies that are leading the charge and look poised to rule the post-Microsoft world.

One is the undisputed leader of the cloud computing pack.

You may already know who I'm talking about... and you may have even guessed that it is the real face behind Design LLC.

But what you may not realize is that right now is the perfect time to get invested -- despite what many so-called "experts" in the financial media might be telling you.

Buying this tech juggernaut today is like buying Microsoft in 1990

Don't forget, even after the dot-com collapse and the recent market sell-off, every $10,000 invested in Microsoft would now be worth over $466,601.

Even a modest $3,000 investment would have grown into more than $139,980!

Just imagine what you could do with that kind of money...

Now imagine being given a second chance to secure that kind of profit.

Well, look here... this is your second chance.

You see, like Microsoft in the early 1990s, Google is just getting started.

They've already won the search engine war, set the standard for online advertising, and turned the company's name into a word tens of millions of people use daily.

And now they're fast becoming synonymous with the future of computing...

Over 500,000 companies -- including GE and Procter & Gamble -- have already signed up for Google Apps.

This grab bag of business applications can be purchased and run over the Web for just $50 per year and is just one of many Google products now giving Microsoft a run for its money.

Considering that Google Apps costs just 1/10th of what a traditional business software suite does, it's no surprise that more than 3,000 businesses are signing up per day.

No wonder the Financial Post says, "The cost savings in offering scaled-down versions of large enterprise software is making cloud computing a huge business."

But at just $50 a pop, you might be wondering how big this business can really get.

Industry research firm Gartner Inc. says the market for Internet-based software hit $5.1 billion last year and conservatively estimates it will more than double to $11.5 billion by 2011.

But don't forget, this is just one small part of the giant and highly profitable cloud computing world.

Given its dominance over the online world, massive network of strategic partnerships, and unmatched ability to innovate, you can bet the great majority of the fortunes generated by cloud computing will flow through Google's coffers.

Even so, you may be wondering...

Isn't it too late to buy Google?

Not at all!

In fact, as I mentioned, one of America's most trusted stock pickers is convinced that right now is the perfect time to get invested in the future of cloud computing -- and especially in Google.

But why should you trust him?

Well, let's just say this isn't the first time this maverick investor has recommended a stock after the hotshots on Wall Street declared it was "too late"...

Back in 2005, he recommended robotic surgery specialist Intuitive Surgical to a small group of opportunistic investors.

At the time, shares were selling for $44.17. One year prior, shares had sold for $17.46, and a year before that they were selling for just $8.68.

You read that right... Intuitive Surgical had risen 500% in the two years before he recommended it -- and that scared lesser investors off.

But this visionary investor recognized that Intuitive Surgical was both "top dog" and "first mover" in its industry and still had plenty of room to run...

Shares traded as high as $359.59, and even after the recent market downturn, those who followed his lead are sitting on a whopping 478% gain.

And this wasn't just some sort of lucky break or fluke, either.

You see, this world-famous investor first caught the financial media's attention when he recommended AOL in the summer of 1994 -- after it had quadrupled in just 12 short months.

Of course, the story is the same with AOL -- he recognized it as both a top dog and a first mover in an important emerging industry and knew it was only getting started.

Six years later, AOL was a 100-bagger, turning every $10,000 invested into a whopping $1 million -- and this growth investor into a living legend.

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