GLG News by Equinix Purchasers

Everett ThompsonPresidentWired Real Estate Group

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 ThompsonPresidentWired Real Estate Group

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.

Everett ThompsonPresidentWired Real Estate Group

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.

Ben KwakChief Executive OfficerMobileSpace Consulting

SK Telecom is likely moving on with the sales of their Virgin Mobile shares.

August 5, 2009

Analysis of:Sprint Nextel-Virgin Mobile: What Does Sprint ‘Want to Be When It Grows Up?” | blogs.wsj.com

SK Telecom (SKT) is planning to sell all of its 15.3% shares of Virgin Mobiles USA for the pure investment purposes with Sprint acquiring Virgin Mobile USA. The 15.3% of shares are converted into a dismal 0.53% shares after Sprint's acquisition and this kills the South Korean global operator's strategic importance to Sprint. SK Telecom's future attempts to acquire any significant operator will definitely be on a hold for very long time with painful lessons learned from Helio MVNO.

Everett ThompsonPresidentWired Real Estate Group

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?

George KaadiVP & Chief Information OfficerSOMPO JAPAN INSURANCE COMPANY OF AMERICA

Oracle/SUN Competitive Edge

April 20, 2009

Analysis of:Oracle Acquisition 'Transforms Market' | www.crn.com

The acquisition of Sun MicroSystems will allow Oracle to expand their Software portfolio in many different areas and create a tremendous challenge for other software vendors. On the software side, it makes sense.  Especially in business mobility and applications for smart phones, where Oracle does not exist and SUN/JAVA is the preferred language shared by most application developers in this sector.   Also, SUN "FREE" Open Office applications which is similar to Microsoft Office Suite.   It has been a long time since we heard from Redwood vs Redmond while the focus was shifted to SAP and other ERP providers.   This is a great opportunity to put Oracle back in saddle competing with Microsoft in the smart phone apps-market.  Also, creating noise for free Open-Office and JAVA.  In addition, let's not forget JAVA role with Oracle family of applications. On the Hardware side, it is a different matter.   Sun has been struggling without any success to revive this sector.   

John PirontiPresidentIP Architects LLC

Security Technology Vendors, Too Little Too Late?

March 30, 2009

Analysis of:Cyber crime profits running into trillions of dollars | www.itnews.com.au

Information security technology vendors have been trying to catch up with the hacker community with little success in the last couple years.  Most of their tools are out of date the day that they are released for sophisticated attacks.  The hacker community has become more organized and focused on their goal to quietly make money through the use of malicious software and social engineering without advertising their capabilities.  The vendor community needs to change the fundamental ways the design and produce technology or at a minimum reset expectations on the value proposition of their capabilities if they are to continue to drive value and not become commoditized in enterprise information technology environments.

Everett ThompsonPresidentWired Real Estate Group

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.

Everett ThompsonPresidentWired Real Estate Group

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.

Ben KwakChief Executive OfficerMobileSpace Consulting

New unlimited plans by Top 3 further increase pressure on MVNOs

February 25, 2008

Analysis of:Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com

Recent AT&T and T-Mobile moves to match Verizon's $99.99 all-you-can-eat wireless plan is just beginning of unlimited price plan war against MVNO and regional players like Metro PCS and Cricket by offering higher quality of service and network reliability that other players lack or cannot have.

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