>>“All the data center guys are thinking about creating Ethernet exchanges. I’ve never seen the telecom industry copy and move so fast and not know why in 10 years. I think the data center guys have enough muscle to push, from a pricing structure standpoint, colocation customers into their exchanges.
“It makes perfect sense for Equinix; it’s recurring revenue on top of their colocation business.
“Equinix is in a great position to do that, and we’re all colocated with Equinix. We may not have much of a choice. Rate increases are coming, some have already been announced, and I can’t go a week now without being asked why I haven’t joined the exchange."
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