from www.datacenterstocks.com:
>>What Morningstar doesn't get is that the key to continued success for Equinix is a focus on network neutral co-location, and at this point the provider is not veering into any dangerous overdiversifications, which are typically the biggest risk with any data center service provider.
Morningstar goes on to say:
"Pricing can come under pressure quickly if supply outstrips demand and data center owners seek to fill up unused space quickly."
In theory, I guess it could. In practice, it rarely has. In the middle of this recession, revenue per cabinet has risen 8% year-over-year.
Wednesday, September 22, 2010
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