Mr. Everett Thompson

GLG News by Mr. Everett Thompson, President

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Equinix and Data Center Earnings Kickoff

February 9, 2011

Investors should find a modest return to growth this year and going forward. There will be laggards, but Equinix and Digital Realty Trust will be leading the pack. We expect a great call today.

There's no Bust, but Data Center Market is in not Booming

July 1, 2010

Analysis of:Analysts: Demand Still Outpacing Supply | www.datacenterknowledge.com

It's difficult for anyone to get a good read between supply and demand in the data center industry. However, when you look at the facts, the story for unending demand and increasingly limited supply doesn't hold water.

Cloud, Colocation & Data Center Real Estate Growing Strong

December 14, 2009

Analysis of:Economy Boosts Colo but... | www.datacenterknowledge.com

The cloud, colocation and data center segment is here to stay and growing strong. The Gartner survey highlights a common preference among IT managers for control. The stats suggest strong growth for the segment overall.

Misleading Equinix (Data Center) Statistics

July 28, 2009

Analysis of:Upward Trend in Colo Revenue: Equinix Making $200 More Per Cabinet | www.datacenterknowledge.com

Revenue growth at Equinix and in the data center business is strong, but are you sure it's not just increasing power and cooling consumption? How do you know?

Data Center Pre-Earnings Market Update

July 16, 2008

Analysis of:Data Center Expansions Booming, Study Shows | searchdatacenter.techtarget.com

While the US macro economic fundamentals are weakening, the market for data centers remains strong.  Further, the restriction in access to finance is limiting supply growth significantly.  The benefits of this environment will be reaped by the established players.

Equinix Earnings Analysis

April 29, 2008

Analysis of:Equinix Posts Quarterly Profit | www.reuters.com

Equinix momentum continues, backed by a strong balance sheet and aggressive growth plans.  While pricing growth in the Americas has fallen to inflation levels, the well diversified company will continue to see strong revenue growth.  G&A growth is their one weakness.

Expect Sustained Data Center Demand in First-Half of 2008

January 22, 2008

Analysis of:IT Priorities in 2008: A Truly New Year | searchdatacenter.techtarget.com

1) Despite economic uncertainty, data center demand is strong. 2) The data center economy is smarter and stronger than ever.

Forecasting Data Center Supply & Demand

January 22, 2008

Analysis of:$137 B Investment Required by 2010 to Close Gap between Demand and Broadband Access Capacity | www.networkworld.com

1) Telecom and data center assets are highly specific infrastruture. 2) Both require significant investment and lead times to deploy. 3) For data center forecasts, the starting point is real estate.

Utility Computing: Processing-On-Tap is a Reality

October 15, 2007

Analysis of:Web Hosting Utilites Firm, 3Tera, Upgrades Applications | www.websitehostdirectory.com

- Virtualization, Grid / Utility Computing are maturing rapidly. - New Offerings and technologies are multiplying. - Revenue is growing rapidly. - Offerings from HP (Opsware), Savvis, Navisite are the evidence.

IBM Has Significant Power (TCO) Advantage

October 15, 2007

Analysis of:MAINFRAMES TROUNCE X86 SERVERS ON ENERGY EFFICIENCY | searchdatacenter.techtarget.com

- Power usage in data centers is a huge issue. - Data center users are highlighting power costs in TCO. - IBM will gain traction owing to power and space advantages.

Keys to 3Q 2007 Equinix Conference Call

October 15, 2007

Analysis of:Equinix Conference Call for Third Quarter 2007 Results | www.equinix.com

- The supply of for data center real estate is growing - Investors should key on the competitive response of EQIX

Savvis Making Right Moves, But Enough?

August 6, 2007

Analysis of:Microsoft Buys Two Data Centers for $200 MM | www.informationweek.com

1. Savvis is shoring up its finances to free up cash for growth. 2. Expect more of same from former Equinix CFO, Phil Koen. 3. Capital intensive nature of data center business may constrain overall growth

IXEurope Acquisition Positive for Equinix?

August 6, 2007

Analysis of:Equinix Raises Bid for IXEurope | www.reuters.com

1. Europe has never been as dynamic as the US market. 2. Equinix paid a pretty penny to get into the market - 7% cap before upping the ante. 3. There is little additional upside from cross-border sales collaboration.

DLR Move-In Ready Product Supports Strong Growth

August 6, 2007

Analysis of:BT Establishes Advanced Datacenter in Digital Realty Trust, Inc. Facility | money.cnn.com

1. Many data center users are not used to planning 18 months in advance. 2. DLR pre-built space is a compelling product in a supply contrained market. 3. DLR is aggressively building with some 250k sq-ft raised floor and another 250k of shell space planned.

Equinix Going Strong

April 13, 2007

Analysis of:Equinix Announces Plans for New Datacenter | www.equinix.com

Equinix continues to lead the market for premium datacenter space.  Investments reflect the strong demand for its services and strategic shift to property owner instead of property manager (lessee).

TIVO - The Potential Kingmaker for Internet TV

March 14, 2007

Analysis of:TiVo and EarthLink Align to Offer Bundle | biz.yahoo.com

TIVO should be acquired by EarthLink.  Combining TIVO with a CDN, an eyeball network like Earthlink, or other media related ISP would create a category killer for content delivery.

Good Move for Akamai

February 7, 2007

Analysis of:Akamai to Acquire Netli | www.akamai.com

The acquisition of Netli will accelerate Akamai's penetration of realtime application markets, a strategy that is well underway.

Separating Facts From Fiction

January 26, 2007

Analysis of:When Being a Verb is Not Enough: Google Wants to Be Your Internet | www.pbs.org

Google is attempting to grow beyond its core advertising business.

Google will make some interesting moves, but like many businesses that stray too far from their core, their legacy business will remain the most profitable.

Good article and comments, but there's a lot of hype.

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