Information technology spending is making a comeback, but recent reports have focused mostly on consumer technology purchases. Yesterday brought big news on the business front: Global sales of servers, large computers that literally "serve" software and content like the Web page you're reading right now, rose to $11.5 billion during the first quarter. That is a 7.3% increase over the same period last year, according to market researcher IDC.
Indeed, some companies, like Google, seem to be buying servers by the truckload. But who's selling? IDC says IBM
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Ironically, it may be that the big winners during this buying spree aren't the box makers, but those who make servers useful. For example, IDC reports that year-over-year sales of servers based on the x86 processor design common to Intel
Servers running Linux operating systems, like Red Hat's
What remains for Foolish investors to consider is how a larger appetite for servers and technology infrastructure will impact companies you don't read about every day. Fellow Fool Tom Taulli takes this to heart in his analysis of Opsware for today's news.
Sure, macroeconomic conditions don't always indicate investing opportunities, but only the so-called Wise would ignore them altogether.
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