While the market is understandably fixated on the smartphone / tablet adoption there is a correlated boom in businesses that are needed to help deliver, store and add value to the mountains of data being generated by the tsunami of internet connected smart devices. We refer to this overarching phenomenon as the “datasphere” and we have populated our portfolio to be highly geared to its growth and proliferation. The following charts have been selected from recent research published by Morgan Stanley “Monetizing Any Data” Jeb Terry, Sr. October 23, 2012
Growth in total enterprise data expected to continue for 3 years in excess of 50% p.a.
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