The Unreasonablemen draw an interesting parallel between our own Rod Drury and Google’s Eric Schmidt in this post.
Quote of note from Schmidt;
As more and more people conduct online searches and interact with applications like Gmail, Google Earth and YouTube, we’ve had to think outside the box to create a more scalable, affordable and easy to manage network that meets our users’ needs worldwide. One of the biggest challenges we face is staying ahead of our broadband capacity needs, especially across Asia
Buy shares in infrastructure companies people – they’re the winners of the future (that and cable and hardware manufacturers).
Ben Kepes is an analyst, an entrepreneur, a commentator and a business adviser. His business interests include a diverse range of industries from manufacturing to property to technology. As a technology commentator he has a broad presence both in the traditional media and extensively online. Ben covers the convergance of technology, mobile, ubiquity and agility, all enabled by the Cloud. His areas of interest extend to enterprise software, software integration, financial/accounting software, platforms and infrastructure as well as articulating technology simply for everyday users. 
Can i clarify, that quote came from Google’s manager of network acquisitions, Francois Sterin, from his blog
Google invests in its own infrastructure.
If you invest in infrastructure companies – unless it is in the odd one that Google acquires – you’ll be competing with Google, which isn’t a bad thing per se, but you’d better have some good ideas and/or be well-funded …