March 31, 2010 - The Wall Street Transcript has just published its Data Hosting & Data Storage Report offering a timely review of the sector to serious investors and industry executives. This 32 page feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers.
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TWST: As you mentioned, cloud computing is a hot topic for the industry. What's the broader impact of this for the industry? Do you consider any particular companies to be better positioned to capitalize on the opportunities cloud computing represents?
Mr. Kelleher: There are a number of different places that are interesting to look at. One is just the simple facilities of who is providing it. I keep coming back to Terremark because I'm very impressed with their facilities and a company like Terremark is well positioned to pick up that business. Equinix doesn't do managed services, it doesn't really do the higher-level cloud computing capabilities, but Equinix has made itself the on-ramp for the Internet, with all of the connectivity that they have within their facilities. So they are all well positioned. On the product side, it's companies that are designing platforms that are specifically aimed at a virtual environment.
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