Whoa.  And do either of those companies offer “disruptive” solutions?   

Two years ago while in New York, I sat in front of two venture capitalists coming in from Laguardia.  They were discussing their various pursuits.  The one mentioned that they are completely out of the resource sector, and looking exclusively at big data.  That’s the first time I heard how big Amazon was in that space.  They spoke about all the bottlenecks and challenges in cloud computing etc.  That was 2 years ago.  

Now we know why Warren Buffet is so successful.  He would have been gobbling up POET shares last summer after the 4th terminal issues that had many of us down in the dumps.