Cyberqat's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/190352/comments http://seekingalpha.com/article/75519-sun-microsystems-burnout-or-takeover-target?source=feed#comment-163755 163755
Like telco and banking are niches. Its a more then 10 billion dollar industry today and still growing rapidly. Of that growth a large peice of it is online. A server infrastructure company would be foolish beyond all measure to ignore it.

Im curious what the poster thinks ISNT a "money waster?"

Banking? Accounting? ERP? These are all blue-shift industries-- industries whose need for computer is growing slower then moores law. Any computer company who focuses on these will die a slow death as every year the need these companies have for computers *decreases.*

Online games, social sites, these are red-shift industries which is to say they are industries whose need for computing is growing at a rate that far outstrips moore's law. If your a computer company, and you want growth for your investors, these are the kinds of places you *must* look.

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Like telco and banking are niches. Its a more then 10 billion dollar industry today and still growing rapidly. Of that growth a large peice of it is online. A server infrastructure company would be foolish beyond all measure to ignore it.

Im curious what the poster thinks ISNT a "money waster?"

Banking? Accounting? ERP? These are all blue-shift industries-- industries whose need for computer is growing slower then moores law. Any computer company who focuses on these will die a slow death as every year the need these companies have for computers *decreases.*

Online games, social sites, these are red-shift industries which is to say they are industries whose need for computing is growing at a rate that far outstrips moore's law. If your a computer company, and you want growth for your investors, these are the kinds of places you *must* look.

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