In all networks, there is a perpetual debate about the growth of whatever flows across it (data, voice telephony, traffic. electricity) and what levels of investment are most appropriate for carrying the future load without deterioration of quality. This debate is going on now, about the Internet and the load likely to be placed on it by proliferating video, the so called exaflood. But then, profits are essential for investment. The quote below is about a data drought that could drive down profits and cause all kinds of bad things to happen.