yes, you are very correct about the current state of the structure of the internet. what allows the cloud to exist was/is the increase of unused computing capacity. which is now becoming part of each mobile device. simple excess computing capacity that will find a use sooner or later. in a parallel note, why would facebook spend billions for ---------- a free service? ( a bypass ) I don't think they will be able to buy up these bypassers fast enough. the barbarian is at the gate. I am all eyes and ears to see what happens next.
not so sure this run up in gas price will last to long, my play is on utilities that will benefit from energy glut. but will be watching for a good entry point on cvx. one of my dow dog picks.
with a third going to uncle sam,that still leaves me with a 6% return, hard to find that else where.
I am still trying myself to figure out who the winners and loosers will be. consider the near future of smart cars, talking to each other, a rolling hot spot. the cloud on wheels. so whats a few extra bucks for routers on board when car costs 40 grand. so how is one charged now for use of the cloud? my guess it will have to be similar to that. also consider,speed. shorter distance = speed. eventually major data hubs will be loosers. consistently,the progression has been more and more mobile. a company that comes to mind is google that can be a winner.
basically each cell phone has the capacity to act as a router already, its only in the software that prevents it. its simple, like old shortwave communication,passing along a message from station to station around the world. once again, its the software------someone has to get paid. why would two guys in same room on their phones talking to each other need a tower inbetween? so there be laws to fine anyone modifying a phone to do that. its only a matter of time, cant prevent it forever.
when the market puts in a correction on a sector I look for three down cycles to then buy in on. most all debt sensitive reits and stocks show that three cycle drop. so I think the bottom is in for them but expect it to be tested.
health reits have had a good run,looks like a consolidation period of gains, some profit taking. take a look at past up and down cycles.
personally I think the price war is more show than reality. makes it look like to regulators that they are competing. any real price war is mutual suicide.
I concur, but with the view that it will take a bout of inflation to derail the bull. not likely with cheap energy to keep inflation at bay.