If you have not considered the cloud as a long term investment you may want to do some homework.
Keep your eye on these start ups and perhaps you may find that one stock that makes your portfolio.
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Along those lines, the amount of data storage necessary will increase exponentially, especially with increasing broadband speeds. EMC and NTAP fit the bill and EMC owns most of VMW. I have no positions in either but I like the idea.
it’s a tsunami