Internet-centric corporations are an area of explosive growth, and one reason is the low barriers to entry, where creative concepts can have rapid acceptance.

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For CIOs, the answer is simple not easy, but simple: they need to begin rapidly withdrawing themselves and their business-technology teams from the integration business and begin devoting more and more of their time to growth-oriented and customer-centric innovation.

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American Express has successfully implemented its spend-centric model and closed-loop network to achieve growth over the last few years and was one of the few financial companies to come out of the economic crisis of 2008 virtually unscathed.

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If the broader Cloud community can sustain that customer-centric view despite the growing competitive and financial pressures, I predict continued growth and adoption for the platform.

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From Etsy to Kickstarter, you can can see the growth of high quality, small batch creation of beautiful design-centric goods.

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In other words, a stock that has everything, including a combined value-and-growth profile, defense-to-offense characteristics, and an earnings-obsessive and shareholder-centric priority.

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