NEW YORK ( TheStreet) -- The degree to which enterprise IT spending recovers this year remains unclear. However, as companies look to position their business toward the cloud, "Big Data" is projected to take up a meaningful portion of corporate expenses. It's unavoidable.There will be a host of names such as IBM (IBM) and Hewlett-Packard (HPQ) that are vying for that business. But when it's all said and done, only two will produce market beating performances. Investors want to know if the market can support them both.
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