Obama's pivot to Asia is as much about commercial (political economic) center of gravity as militarily. I would expect much more internet investment to follow. One fly in that ointment though is the PRC government's control issues. Certainly (I believe) the margins are there so long as we don't have a capacity over-investment as happened in the '90's. BTW, whatever happened to all that "dark-fibre"? Not an industry I usually track. My bad!