“Waaas Happn?” “Yougotit” – I was working up in Harlem in the seventies. I was often taken for a cop. It was a happening place, dangerous. I was in my cream leisure suit.
If you have seen this new TV show “Life on Mars” you will note the hero is hit by a car, in 2008, and wakes up in 1973. He is a cop in both realities.
The show is a study of the analog vs. digital world.
A few weeks ago I was at the Hosting Transformation Summit, one of the major points was that data center demand would be growing faster than capacity. The demand spread would catch-up was 4-5 years. That denotes a strong sector.
Our economy: As firms trim unprofitable offices, lay off employees; streamline operations they will make other changes. They will add SAS services that match the solution to the headcount. They will add servers to take up the marketing and customer service void left behind by that closed office. They will add GPS and communication solutions trying to emulate UPS as they deliver more and more Amazon packages. All of this will further hosting growth.
Yes we could go back to doing budgets in long hand on accounting ledger paper. Running all your credit card sales by hand, bundling with rubber bands then sending Betty to the post office. But you live in the digital not vinyl world.
The overall market is looking where to go. P&G has always been good in a down market; maybe I will go there. Most investors however prefer some growth in addition to safe investmnts. I like hosting growth.
It is going to take months for the overall market to find what you already know. They are confused. This is a small sector, hiding in the corner of the economy. This is a small blog, sending a flare up in the night. After some of this dust clears they will see the positives and wish they had seen that light.
So Wall Street, if you are looking for growth, price stability, recurring dependable revenue stream, consolidation potential and sustained profitability, look no farther. Hosting controls the digital world.
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