No. of Recommendations: 0
Have they over built. If not now, eventually they probably will.
But I wonder if it would be enough to cause a recession. Most of the companies involved in creating the Cloud data centers have other profitable businesses, unlike many in the fiberoptic bust. The Cloud has so many advantages I think that most storage will move there. But 20% may be too much growth to sustain for more than few years.

Many companies have huge data bases but have little idea what to do wth it. Kroger come to mind they know in detail every grocery purchase mine at Kroger but have come up with little other than an occasional coupon offer.
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