Right now, infrastructure companies JNPR, CSCO, NT, storage companies EMC, NTAP, database companies ORCL, companies that concentrate in servers SUNW, optical JDSU, GTW. The problem is everyone knows this already so ones has to wonder if this broadband promise is priced in already, we will see. While I wait, I will keep and eye on QCOM and the rest of the cell industry, maybe even the PC industry will see a reawaking with the installation off home servers starts to take off and all homes new start to come with PC/home server installed like a furnace. Then niche companies will come along and start to nibble at the old way. AVIC, is great example of what I mean, and JNPR before them. We have the backbone as optical then it runs into the slower routers, AVIC with it's tetra router removes a bottleneck, soon we will have optical routers, which start to remove layers, which could cause havoc in the CSCO's world. I little spin off to all this equipment that will be need is the power companies, and power supply companies like PWER. Cal. is already have problems with it's power needs, the USA has not been building power plants for years, there will be need for more power plants not only in the USA but world wide as the world becomes westernized, so maybe Fluor, and the other big engineering firms, plus the actual power companies like DUK.
Greg |
