Saturday, August 21, 2010

Analysis of Competition on Horizon for iPad

from Seeking Alpha:

>>None of the would-be competitors of the iPad (AAPL) , have fielded a serious challenger. None of the pad-like Android devices on the market now are close to the iPad’s quality, and all are demonstrably short of features. For the most part, they are cheap knockoffs, and all the cheapness of design and construction are apparent to anyone who picks one up.

A more serious challenge is expected soon from Samsung one of the most competent Korean manufacturers. The Galaxy 7, pictured below, is close to a formal announcement that it will be on dealer shelves sometime in September. Samsung makes high quality products, and they have several years’ experience working with ARM chips with touch-screen control. Their new tablet should be able to stand up to the iPad in quality and in features. It will be one of the best tests of how well the Android will do on an expanded screen size.

Samsung Galaxy 7

Friday, August 20, 2010

Top Analyst Stock Picks and Recommendations

from sumfolio.com:

>>Equinix Should See Margin Expansion in 2011

Equinix, Inc. (EQIX, Free Analysis), a global provider of network and neutral data center services, is being underestimated by the street, according to Wells Fargo. After meeting with the firm’s CEO, the analyst believes that the company’s margins will expand next year while revenue growth is still trending strong. As a result, the analyst also reiterated its Outperform rating on the name.

Other analysts have expressed similar bullishness in the global networking company. Oppenheimer upgraded the stock to Outperform with a $115.00 per share price target following its second quarter results, citing its revenue growth outlook and margin expansion. In 2010, the company sees revenues of between $1.225-1.235 billion versus a consensus of $1.23 billion.

Kathy, a neurosurgery nurse

What did Kathy, a neurosurgery nurse, do when she found out her aggressive brain tumor had returned after surgery? She turned to CyberKnife radiosurgery.
"After one, 40 minute CyberKnife treatment, I’m now cancer free. I even worked a 12 hour shift the day after my treatment."
http://www.nytimes.com/interactive/2010/04/08/health/cancer...

Gaming in the Cloud: Exploring New Forms of Game Distribution

Equinix's Jim Poole, General Manager of Global Networks and Content is scheduled to be part of a panel discussing "Gaming in the Cloud: Exploring New Forms of Game Distribution" with customers AT&T, EA, and Pando Networks.

For more information, please schedule a meeting. http://bit.ly/bmHPZN

martedì 21 settembre 2010 alle ore 8.00
Museum of Jewish Heritage, 36 Battery Place, New York, NY...

Salesforce

from the recent conference call, transcript by Seeking Alpha:

>>Next, we’re proceeding with the build out of three new data centers. In the US, we expect to bring new data centers online in the Mid West and East Coast this year, and then we plan to open up our Japan, Tokyo data center next year.

...

Marc Benioff

Well, Kash I’m very bullish on cloud computing and real cloud computing which is the kind of very efficient model that Salesforce.com has been able to deliver us. I mentioned in my script, we have about 3,000 servers and that includes 1,500 that are just standing by in case there is a disaster.

You have to kind of ask yourself, if Salesforce.com did not exist for the 82,000 customers that we have and the couple of 100,000 apps that they are running in on our servers, how many servers would they need? You can quickly determine that we are operating at a level of efficiency that’s probably a few percentage points of what they would have had to buy.

That’s why, I think, cloud computing is so exciting to customers because certainly for our customers it’s a CapEx free environment, they are not buying hardware, they are not buying the kind of traditional capital expenditures necessary and taking on the risk to deliver automation into their companies. I think that’s a big juxtaposition against kind of my bullishness, and I love John Chambers I think he is probably one of the really greatest CEOs in our industry, but here company is all about CapEx.


Thursday, August 19, 2010

Turkey's 7th CK installed at Izmir

from the IV MB, by yyy60:

>>Turkey's 7th CK installed at Izmir


** translated from Turkish **

Source: starg√ľndem
August 19, 2010

The first application in tumor

In the treatment of tumors 'Space scalpel (Cyberknife)' was performed for the first time in the Aegean region ...

Zynga Game Network, Inc.

Private Peering Facilities
Facility Name ASN City Country SONET Ethr ATM
Equinix Ashburn (DC1-DC5) 14824 Ashburn US
Equinix San Jose (SV2) 14824 Santa Clara US
Equinix Sunnyvale (SV4) 14824 Sunnyvale, CA US

LG Readies Optimus Smartphones, Tablet

from wsj.com:

>>SEOUL—LG Electronics Inc., which was late to the smartphone game, said it plans to launch 10 more smartphones and sell 5 million devices by the end of the year as it scrambles to catch rivals.

The South Korean company also plans to launch a tablet computer globally by the fourth quarter under its Optimus line, said Chang Ma, vice president of marketing for LG's mobile devices unit.

The first LG tablet, which will run on Google Inc.'s Android software, will set itself apart from Apple Inc.'s iPad by focusing on the ability to create content, rather than consume it, Mr. Ma said in an interview. "It's going to be surprisingly productive," he said.

When A Deal Makes A Career

from Forbes.com, an interview with Equinix's CEO:

>>Equinix's CEO on how a single win set him up for the big time.

Equinix AP Traffic Update

from www.beerandpeer.com:

JUL/01/2010

AP Traffic Update

Equinix AP aggregate peering traffic reached a new record high of 62Gbps during the month of June 2010.

New Peers at Equinix Exchange in Asia Pacific

from beerandpeer.com:

JUL/26/2010

New Peers at Equinix Exchange

Welcome the following new peers at Equinix Exchange in AP:

Singapore:
Amazon (AS 38895)
Blizzard (AS 55497)
Communications and Communicate Nepal Pvt. Ltd. (AS 45845)
Hurricane Electric (AS 6939)
Osinet Communication (AS 45166)
Pakistan Telecommunication (AS 17557)
PT Telekomunikasi Indonesia (AS 7713)
Symbio (AS 38333)

Sydney:
Australian Private Networks (AS 24033)
Host Group of Companies (AS 4851)
Hostech (AS 10210)
Skymesh (AS 7477)
Tata (AS 6453)

Tokyo:
Amazon (AS 16509)
Clara Online (AS 23661)
TONAMI Transportation – CORALNET (AS 18282)

Wednesday, August 18, 2010

Collins Stewart: Equinix Could Benefit in 2nd Half (EQIX)

from benzinga.com:

>>Collins Stewart reiterated its Buy rating on shares of Equinix today. Analysts at Collins Stewart "continue to believe the greatest opportunities remain in the carrier neutral data center space with companies like Equinix."

Equinix, Inc. provides global network neutral data center services. Collins Stewart maintains a $135 price target on the stock.

The analyst note comments that Equinix "benefit[s] from the trend of traffic migrating from traditional networks to networks of the future. We believe the 2Q10 report and associated commentary would suggest that 2H10 should be better than 1H10."

Options Activity for Immersion Corporation (IMMR)

from www.marketintellisearch.com

>>NEW YORK (Market Intellisearch) -- Immersion Corporation options saw heavy call activity today. A total of 587 call and 0 put contracts were traded raising a three month record high call volume alert.

Equinix Celebrates 10 Years on the Nasdaq

CNBC interview with Equinix CEO:

http://www.cnbc.com/id/15840232?video=1564147888&play=1

Tuesday, August 17, 2010

Equinix cuts most former Switch and Data sales staff

from DatacenterDynamics:

>>Colocation service provider Equinix has let go most former members of the sales and sales engineering staff of Switch and Data, following completion of its acquisition of the latter company earlier this year, a former Switch and Data employee who wished to remain anonymous told DatacenterDynamics.

About 25 members of former Switch and Data employees have been let go so far, most of them about five weeks following closure of the $683.4m acquisition in the early days of May 2010. Equinix has also cut Switch and Data’s “agent program” – a way for providers of other related services to re-sell data center space in the company’s facilities.

An Equinix spokesperson was not immediately available to comment.

Latency Matters

from tmcnet.com:

>>Controlling latency was among the key drivers of Equinix’s recent purchase of Switch and Data, says Jarrett Appleby, chief marketing officer at Equinix, which sells data center space, power, cooling and the ability to interconnect with others.

...

Appleby calls the data center “the new network hub of this century.”

“The data center is becoming the new interconnection hub for the convergence of network and services,” he says. “It’s kind of like the wave we rode 7 or 8 years ago with the Internet peering community. The networks needed to interconnect with the content guys, and what that drove is that rapid growth rate and the need for making it easier to exchange data for Internet, which evolved to video and content distribution worldwide. The big folks we were working with were the Googles and the Microsofts and the Yahoos of the world.”

...

“You need to get these WAN solutions and new interconnection hubs really close to customers,” Appleby says. “So we were asked to go to places like Seattle and Denver, Miami and Toronto and Atlanta were the big five. And along for the ride came an even deeper penetration into Philadelphia and Pittsburgh and Boston and places like that. So it moved us from a U.S./North America coverage from roughly 30-millisecond latency for 95 percent of the population and for enterprise clients to within less than 10 milliseconds away for 94 percent of the U.S. population.”

That 20 millisecond difference is important, he notes, because it can have a significant impact on how the application performs and, thus, the end user quality of experience. And while that applies to a variety of applications, the big driver of the push to lower latency by bringing content closer to the edge is cloud services, says Appleby of Equinix, which has more than 130 cloud and SaaS companies (like Amazon) within its data center and colocation sites.

Equinix Switzerland looking for new managing director

from TelecomPaper.com:

Equinix Switzerland has announced the departure of managing director Frits van der Graaff after 10 years at the helm of the company, Netzwoche Ticker reports. He is being replaced on an interim basis by Michael Winterson, currently Vice President

Lone Pine Capital Buys Equinix

from www.gurufocus.com:

>>Lone Pine Capital is run by tiger cub hedge fund manager Steve Mandel. The firm just reported the second quarter portfolio. These are the details of buys and sells.

New Purchase: Equinix Inc. (EQIX)


Steve Mandel initiated holdings in Equinix Inc.. His purchase prices were between $79.45 and $103.29, with an estimated average price of $93.52. The impact to his portfolio due to this purchase was 1.38%. His holdings were 1,731,835 shares as of 06/30/2010.

MassDevice Q&A: Accuray president and CEO Euan Thomson

an interview with Accuray's CEO:

>>MassDevice: Can you spell out what Accuray's distribution and R&D deal with Siemens means for your company on the global stage?

ET: There are really three elements to it. We're a capital equipment company, we're selling the CyberKnife for multiple millions of dollars. Most of the players in the field of capital medical equipment are huge international companies. We're not, we're still growing and relatively small. But we've been successful and we now have more than 200 systems installed and we do have a worldwide distribution channel. So the key for our relationship with Siemens on the sales side is to look at the type of sale where we may not even be invited to participate. For example, somebody's building a whole hospital or they're building a whole department and they're looking for all the equipment they need from one vendor. With the arrangement with Siemens, we have the ability to include a CyberKnife as part of that purchase. It's not a customer that we'd normally have seen. There are also certain parts of the world where we're just not big enough to have effective distribution and we're working with Siemens to put together some distribution agreements in those territories.

...

Monday, August 16, 2010

An Interesting Accounting Move

from CRN.com:

>> Equinix, a Foster City, Calif.-based data center hosting company that bought Switch & Data earlier this year, provides an interesting look into an accounting measure that appears to have cut its reported losses in half.