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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Steve Felix who wrote (52923)	12/4/2013 8:53:13 AM
From: E_K_S	1 Recommendation Recommended By tsigprofit Respond to of 78673

Re: DLR I closed out my entire DLR position early October. I guess I do not understand the sector and the growth potential for the current players. I do think that "Cloud" services will grow but I am not too sure just how the REITs will participate and/or price their service w/ Google and Amazon leading the competition especially in pricing and infrastructure upgrades. The data centers requires constant upgrading of their components including servers, SSD, and other evolving technologies. Power usage demands are changing too when new technologies are used that provide competitor advantages. Google is extremely good at integrating these new technologies and getting them installed quickly providing them a significant competitive advantage. Can these REITs make these capital intensive changes as fast as Google? Do they have an incentive to do their upgrades on a faster schedule as originally planned? I noticed that my Google "free" cloud account is now 45% full and it was only 25% used less than 6 month's ago. Soon I will be paying Google monthly for my cloud usage (it looks like all my email automatically is saved in their cloud system unless I can find a way to delete it). Therefore, there are too many other areas to invest in that provide a similar return and only offer a slightly lower growth opportunity (ie NG gathers, pipeline storage and transport from Baken, etc), so for now am holding off on putting money back into this "cloud" REIT sector. I still like GOOGLE but have not started any position there either. Google keeps inventing new and exciting "things" that work have an updating path and will generate revenue streams. Maybe that is the real lesson we learn from this new Google service. Google is into drones & robots big time too: Google Puts Money on Robots, Using the Man Behind Android EKS