Cloud Storage

I ran into the letter to stockholders for AMZN. http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9OTA4ODB8Q2hpbGRJRD0tMXxUeXBlPTM=&t=1

It does not read like a letter that a retailer sends out to its stockholder. It reads more like a conversation between two technologists. AMZN realizes that if it only gets to store/manage 2% of the 500 Billion Gigabytes of data that exists in the world, it could earn at the rate of $1.2M/Petabyte/year enough to more than double ths stock price from its current (often considered lofty) levels.