Friday, August 13, 2010

Equinix IBX Data Center Virtual Tour - Frankfurt 4

Equinix recently opened its fourth state-of-the-art data center facility in Frankfurt.

Equinix IBX Data Center Virtual Tour – Amsterdam 2

HT to:

This September Equinix will open its second state-of-the-art data center facility in Amsterdam.

Thursday, August 12, 2010

2Q 2010 mobile phone shipments

from Gartner, link here:

Sales of mobile phones rose 13.8 percent to 326 million units in the second quarter


>>Sales of smartphones rose by 50 percent and accounted for 19 percent of shipments as more affordable data plans encouraged more consumers to try them.

Gartner kept its forecasts for 2010 unchanged. It expects the overall phone market to grow by 14 percent this year, and the smartphone market to grow by 46 percent.

Wednesday, August 11, 2010

Morgan Stanley Believes Equinix FCF Potential Still A Concern


>>Morgan Stanley continues to believe that Equinix Inc. will burn levered free cash through 2011 with their capex estimate materially higher than consensus, given an average capex per incremental cabinet assumption of about $51,000.
Analysts Simon Flannery and Edward Katz said, "Accounting for the benefit of $4.4 mn in integration costs that we had not factored into our estimate, results reflected a $2.6 mn beat vs. our estimates. New guidance for 2010 revenue ($1225-1235 mn) and EBITDA ($535-540 mn) implies EBITDA margins of 43.7%, suggesting YoY margin compression of 260 bps, a 70 bps improvement from prior guidance. Capex of $148.7 mn came in below our estimate of $191.1 mn, but still resulted in FCF burn of ($53.7 mn). We remain concerned that consensus capex for 2011 ($460 mn) is too low relative to the implied consensus pro forma top-line growth estimate (+17%)."

Best Medical accuses Accuray of poaching


>>Best Medical International Inc. accuses Accuray Corp. of patent infringement and stealing trade secrets, alleging that four former employees took proprietary information with them when they joined Accuray.

Best Medical International Inc. filed a lawsuit accusing Accuray Corp. (NSDQ:ARAY) of patent infringement and stealing trade secrets, after four of its former executives jumped ship for Accuray.

The lawsuit, filed in the U.S. District Court for Western Pennsylvania, alleges that Sunnyvale, Calif.-based Accuray's CyberKnife VSI system, which delivers controlled, focused doses of radiation to eradicate tumors, infringes a patent it owns for intensity modulated radiation therapy. Springfield, Va.-based Best Medical claimed that Robert Hill, a former employee who quit to work for Accuray, "downloaded confidential, proprietary, intellectual property and trade secrets" from Best Medical before he left its employ, according to court documents.

Tuesday, August 10, 2010

Direct Edge Next Generation Technology Re-platform & Exchange Launch

from Direct Edge Frequently Asked Questions:

15. Q: Will Direct Edge provide cabinet space for client communication equipment?
A: Equinix will be offering on a first come first serve basis co-location space for Direct Edge customers. Clients will work directly with Equinix on contracting for this dedicated co-location space. For additional information please refer to the connectivity summary document or contact your Direct Edge Account Manager.

Group Raises Hope for Cancer Patients


Succour is on the way for cancer patients in Nigeria as Healthcare Global Enterprises (HCG), South Asia's largest cancer care network will this week storm Nigeria to partner with Nigeria healthcare practitioners on advanced cancer care.
HCG has in the last five years defined the future of cancer care in India by designing, building and managing cancer centres all over India, with 20 oncology centres and now spreading to Africa.


HCG is a reference centre in Asia with over six cyberknife roboticradiosurgery systems. Cyberknife is the first and only robotic radio-surgery system designed to treat tumours anywhere in the body, including the brain, spine, lung, liver, pancreas and prostate.

Monday, August 9, 2010

Immersion's new investor presentation

available on its web site:

Title Date Type
Investor Presentation Aug 5, 2010 PDF

Pennsylvania's 4th CK at Kimmel Cancer Center, Thomas Jefferson University

from the IV MB, by yyy60:

>>Pennsylvania's 4th CK at Kimmel Cancer Center, Thomas Jefferson University

Rothman Institute, Holy Redeemer, and Thomas Jefferson University Hospital Forge New Partnership at the Bucks County Specialty Hospital

Monday, August 9, 2010 - Bensalem, PA - Rothman Institute, the region's largest orthopaedic practice, announced today that both Holy Redeemer Health System and Thomas Jefferson University Hospital will become partial owners of the Bucks County Specialty Hospital (BCSH) in Bensalem, PA.


Additionally, Jefferson's Kimmel Cancer Center will take space in the medical office building and manage a Cyberknife® system that is owned by the BCSH. The CyberKnife® Robotic Radiosurgery System is a non-invasive alternative to surgery for the treatment of both cancerous and non-cancerous tumors anywhere in the body....

Sunday, August 8, 2010

Toshiba shows off Smart Pad tablet prototype, promises launch before October

from Engadget:

>>It may not stand out from the pack quite as much as Toshiba's dual-screen Libretto W100, but it looks like the company will soon be expanding its tablet options a bit further. The latest addition was revealed in Australia by Toshiba's Mark Whittard, who showed off a prototype of a so-called "Smart Pad" tablet but unfortunately revealed few details about it.


There's no indication of a price either, but Whittard says Toshiba is looking to launch it "before October."