Data Centers are part of regular news. Today ran across this on Barron's blog on Intel being up a Buy from Hold by MKM.
In this same post Microsoft says there are 12 million physical servires running Windows Server 2003. On July 14, 2015 Microsoft will end support for Windows Server 2003. Kind of funny to think WinSvr2003 was the last OS I worked on at Microsoft and it is being retired. Windows XP was last desktop OS I worked on.
Part of the growth potential is also China and Mobile where I now spend way more of my time than working on OS issues. So it is nice to see that others think there is growth in these areas. The key is to be agile.