- Josh Brown going with big data. People spending money on it.
- Don't understand extent of data and its uses
- Data mining? Now a terrific thing called data basing.
- CPU prices plummeted as well as bandwidth
- in 2008, 180 exobytes, by 2020 by 35000 exobytes- exponential growth - mindblowing
- freebies, commoditization, being paid for by Apple- not that expensive to add storage
- why we are able to create data- every trans is store \ yikes
- Biggest customer is Facebook; flash storage- non volatile memory- likes speed of recall, info has to come from somewhere, from flash storage is faster
- EMC; at one point is storing data is bad cause of hacking? no 100 percent security
- best is outside vendor who's job it is do that ; EMC doing well; gotten on software side, benefit of rising tide- rattled off some names NTAP ( I think was one)
Friday, June 10, 2011
Yahoo Breakout: Data Explosion Underway! Buy “Big Data” Storage Stocks: Brown
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