>>We remain bullish on the data-center services market, and on neutral colocation [a method of joining server machines for efficiency] in particular. In light of the economy, we believe neutral colocation is increasingly attractive as content providers and carriers seek lower cost interconnections with partners and customers. Our checks also suggest international demand, particularly in Europe, is strong and pricing is quite favorable. Furthermore, we feel that neutral colocation providers are benefiting from partnerships with managed-hosting service providers that draw customers to data centers in which they reside.
Equinix is our favorite pick as we enter earnings season. We believe the company is executing very well and capitalizing on several demand trends including strength in Europe, in the enterprise and across managed hosting partners.
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