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Technology Stocks : Investing in Exponential Growth

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From: Paul H. Christiansen	7/10/2017 2:53:41 AM
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New Internet Winners: Broadcom, Finisar Big telecom companies could be left out of the cloud boom, as Google and Amazon build their own networks The previous internet boom was a cruel joke on the telephone companies, an orgy of spending on fiberoptics with slim hopes of a return on investment—and whose punchline was the bankruptcy of WorldCom. The current boom is driven not by telcos, but by the biggest companies on the planet: Google parent Alphabet (ticker: GOOGL), Amazon.com (AMZN), Baidu (BIDU), Facebook (FB), Microsoft (MSFT), and Apple (AAPL). This wave is the opposite of the last one. These companies aren’t hoping for demand, they’re creating it. And they’re spending like mad to keep up with each new streaming-video offering and each new artificial-intelligence computing cluster. The result is rampant spending that will be a boon to many of the classic “arms merchants” for years to come, including chip makers such as Broadcom (AVGO) that make the fastest network components, and fiberoptic suppliers like Finisar (FNSR) and Lumentum Holdings (LITE). barrons.com

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