Every increase in tech capital spend will bring a return on capital, says Needham's Laura Martin

Where are the best places for your money right now. Joining us, Laura Mart Martin, managing director, senior internet analyst at Needm and Company. Laura, I tried to You're the media wiz, so I tried to get like the TV show reference in there.Was it directionally correct. I mean, or does it it seems like everybody is kind of semidating everybody. >> I would make a more practical point here.Amazon is the only cloud company that does not tell us they are capacity constrained because they doubled their power ov ...