Those poor search engines must be having a difficult time keepng up with the torrent of new digitial data…apparently 161 billion gigabytes of new digital info was created in 2006 alone. An analysis by EMC and IDC shows the trend is growing, what with TV, film, music and phones all going digital and the resulting data sloshing back and forth over the Internet, compounded by globalization, industrialization and population growth.
While the report may not be completely unbiased because it was sponsored by EMC and could be viewed as being crafted so as to incentivize readers to buy their stuff, if not their stock, it seems likely to be true nevertheless.
And because there’s an ongoing population boom in data, it seems that there must be a commensurate boom in housing for all that data. Therefore from an investment perspective, we like storage companies like EMC (they own the sector), IBM & H-P, disk drive makers like Seagate, Western Digital & Hitachi, flash memory companies eg Samsung, Hynix & Micron, optical media makers such as Moser Baer, Ricoh and Taiyo Yuden.
The Expanding Digital Universe – IDC, March 2007
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I wish I’d invested in storage companies at the turn of the millenium. I don’t have much foresight, though.
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