global mobile data grew by 133% during 2011, the 4th year traffic more than doubled (LINK).
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Evidence continues to suggest the right place will eventually be in the increased demand for data, and the right time to invest in these names is now.
As great and as ubiquitous as smartphones are, they will present some challenges not only for the manufacturers but for the carriers that provide the networks to support communication. To be right when it matters, investors should look to names such as AT&T, Verizon, Cisco and cloud players such as Oracle and EMC.