Thursday, November 4, 2010

Top 5 Mistakes Investors Make With Data Center Stocks

from Seeking Alpha:

>>I track an expectations multiple of guidance changes to stock price swings, and it has been simply ridiculous since Equinix's October 5th warning. On October 6th, the company's stock lost 35% of its value off a 2% guidance drop, while on October 27th, it popped 7% on a .4% increase in guidance, for an expectations multiple of 17. This week, Terremark jumped up 13% on Tuesday after lifting guidance 1% on Monday. Similar swings have occurred with data center technology suppliers including Mellanox (MLNX), Riverbed (RVBD), and F5.

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