How to make money from investing in the Red Shift
Sun Microsystems (JAVA) Chief Technology Officer Greg Papadopoulos has noticed that “an elite group of companies are consuming inordinate amounts of IT infrastructure, well beyond most other businesses, and that their demand is growing exponentially.”
It’s not just about how many CPU cycles a company uses. Papadopoulos argues that red-shift companies will enjoy exponential business growth in the coming years. Blue-shift companies–those whose processing needs aren’t exploding–will grow at about the same rate as GDP, he says.
“All this is really about which side of Moore’s Law you’re on,” Papadopoulos says. “If your applications are growing faster than Moore’s Law, you’ve got a fundamental set of issues about scale and power. If they’re growing slower than Moore’s Law, you’ve got all kinds of opportunities around consolidation.”
