The Bright Future of Data Pipes

The rise of smart-devices has led to a tremendous growth in data over the last decade, but is expected to rise exponentially going forward. The push for smart devices including phones, tablets, wearables, cars and Internet-of-things has resulted in data moving to the cloud for better synchronization, storage and analysis. The common denominators that stand to benefit from the need for infrastructure support for communication includes cable,  internet and wireless service providers.

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4 thoughts on “The Bright Future of Data Pipes

  1. Hi R2R,

    Article looks interesting eventhough I am not a big fan of technology stocks. Data storage is a big issue for all companies, as you said data is growing exponentially daily.

    Regards,

    • FJ,
      Tech stocks have not been the best for dividend play, considering that the nature of the industry is immense fast growth…most companies dont have the track record of traditional industries of dividend payers and growers. Telecom becomes a bit of a sweet spot in that sense that is related to tech. What I am trying to bring attention to, is no matter what happens to data storage, the need for communication and bandwidth is going to increases exponentially and could provide great opportunities.

      Thanks for stopping by and the comment
      R2R

  2. North America quite behind on internet speeds and its creating quite the bottleneck in streaming 1080p even. Never mind 4k . Lots of infrastructure needed to accommodate north America needs. But who will build it?

    • Welcome and thanks for stopping AG.

      Thats a great question. The telecom firms have successfully fooled the public into thinking that the business is infrastructure intensive and needs a lot of investment – something akin to the pharma companies brainwashing that they spend all their profits on R&D. The upgrades have been very slow in N.America and the telecom giants have been slow to roll out.
      Companies like Google have now taken this into their own hands by getting into the fibre service provider business. Their experiment with Kansas has been good and now they are expanding their service to a dozen cities in the US.

      regards
      R2R

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