GLG News by Content Delivery Services Experts

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

July 1, 2010

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.

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Cloud, Colocation & Data Center Real Estate Growing Strong

December 14, 2009

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.

Michael Horsch Fizz, Principal Advisor

Michael Horsch FizzPrincipal AdvisorFCI Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.

August 5, 2009

Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com

Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition.  Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco.  In addition, with $30 plus billion of cash they are better positioned than most.

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Carriers running scared of Google (voice)

July 28, 2009

Apple Silences Google Voice On the iPhone | theappleblog.com

Carriers are running scared of Google entering their market with Google Voice. They are trying to block the Google Voice app for the iPhone but they don't seem to bother with the Android phones or the blackberries. Why is this?

Everett Thompson, President

Everett ThompsonPresidentWired Real Estate Group What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Misleading Equinix (Data Center) Statistics

July 28, 2009

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?

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

As the Twitter security breach and Sarah Palin's email account show: passwords are evil!

July 16, 2009

Lessons from Twitter's security breach | news.cnet.com

Passwords are evil: they are either easy to guess or the password recovery service allows the hacker easy access, as was shown by the Twitter "security breach" and the break-in into Sarah Palin's yahoo email address. But there are companies out there solving this problem, one of them is a stealth start-up called FortKnock.

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Why has Yahoo allowed themselves to become the RC Cola of search?

July 16, 2009

Chrome vs. Bing vs. You and Me | www.nytimes.com

Companies providing only Internet search do not have a long lifespan. Microsoft's main interest in acquiring Yahoo was not their Internet search technology but rather to use them in their fight against Google.

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Less desktops being sold but more netbooks/laptops being sold, what is going on?

July 14, 2009

Desktop PC Sales Decline For the First Time Since 2001 | gizmodo.com

PC desktop sales in Q1 2009 declined 8.1% compared to Q1 2008. And this is not due to the recession because sales of notebook PCs (laptops and netbooks) are up 11.7% for the same quarter.  So what is going on?

Hans van Rietschote, Chief Executive Officer

Hans van RietschoteChief Executive OfficerMercury Swan Consulting LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

US and Europe joining to fight cyber crime?

July 13, 2009

U.S. and Europe Jointly Establish Cyber-Crime Force | online.wsj.com

From the headline in this article it sounds like the US and Europe are joining in a anti cyber crime task force. However if you read the details then it become clear that this is not really a giant project that will "prevent identity theft, computer hacking and other computer-based crime".

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