Ben Rogoff

Manager believes data storage innovations will drive the next tech boom.

Michael Ryval 16 March, 2007 | 1:00PM
While the Internet has been widely hailed for changing the way businesses and people communicate, Ben Rogoff argues that there's more to come as emerging technology firms drive the kind of changes last seen in the early 1990s.

"The '90s saw companies like Oracle ( ORCL), Microsoft ( MSFT), and Symantec ( SYMC) grow rapidly because they took advantage of the proliferation of cheap hardware," says Rogoff, co-manager of the $107-millionMackenzie Universal World Science & Technology Class and director, technology at London, England-based Polar Capital LLP.

Rogoff believes the next technology-driven boom will be based on cheap online storage and data-transfer capabilities. "This decade will see companies like Google ( GOOG), which is already very large, and others, taking advantage of the fact that we are sitting on unbelievable amounts of bandwidth, which is essentially free," he predicts.

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Michael Ryval

Michael Ryval