Internet of Things to lift chips

The Internet of Things — the rise of industrial products, utilities connected to the Internet — could disrupt factory automation, agriculture, utilities, health care, retail and insurance industries, according to a report by Morgan Stanley. It also could lift some semiconductor, telecom and software stocks like Apple (AAPL), Google (GOOG), Intel (INTC) and Salesforce.com (CRM) . The report sees growth areas in data management as "IoT creates new varieties of data as well as greater data volume."

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