Monday, October 4, 2010

Will CENX Beat Equinix in Ethernet Exchanges?

Interesting article from DataCenterStocks about the Ethernet Exchanges:

>>CENX vs. Equinix vs. Telx/Neutral Tandem

At the same time that CENX launched, Equinix (EQIX) developed a competing service based on the new MEF NNI specification. Equinix already had all the major service providers sitting in its IBX centers, a big advantage for establishing this kind of service. Another co-lo provider, Telx, entered the market in June, through a partnership with Neutral Tandem (TNDM) which already provided a third-party interconnection service for cell phone carriers and VoIP carriers who needed to interconnect voice traffic with long distance networks. Neutral Tandem co-founder Ron Gavillet is also the co-founder of CENX.

Competitively, the data center co-lo providers are now fighting a startup, one that has been very successful with large carriers, announcing last week that Cox Business would be coming into its exchange, in addition to Verizon (VZ), Level 3 (LVLT), and China Telecom who are already there.

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