Friday, November 5, 2010

Some Internap metrics to play with

Immersion Corporation Issues Q4 2010 Revenue Guidance Below Analysts' Estimates; Raises FY 2010 Revenue Guidance; Reaffirms FY 2010 EBITDA Guidance

from Reuters:

>>Immersion Corporation announced that it expect revenues to be in the range of $5.8 million to $6.3 million for the fourth quarter of 2010 and to exceed the high end of the $25 million to $30 million fiscal 2010 revenue outlook the Company provided earlier this year. In addition, the Company is on track to achieve positive adjusted EBITDA for fiscal 2010, which excludes non-cash charges for depreciation, amortization and stock based compensation. According to Reuters Estimates, analysts are expecting the Company to report revenue of $7.0 million for the fourth quarter of 2010; revenue of $32 million and EBITDA of $0.30 million for fiscal 2010.

Interxion Plans Debt Offering

More at DCK:

>>European data center service provider Interxion reported revenue of €54.6 million for the third quarter of 2010, also announced an offering of €50,000,000 ($71.2 million US) Senior Secured Notes.

Pulled IPO pushes Interxion into drive-by bond


>>Interxion Holding, an Amsterdam based data centre provider, tapped an Eu200m high yield bond this week after it was forced to delay an initial public offering. The delay in the IPO, scheduled for the final quarter of this year, came after one of the company’s largest peers, Equinix of the US, suffered a 33% fall in its share price after issuing a profit warning last month.

Thursday, November 4, 2010

Samsung sees selling 40 mln smartphones in 2011

from Reuters:

>>n">Samsung Electronics Co plans to sell more than 40 million smartphones worldwide in 2011, double the projection for the current year, the Nikkei business daily reported citing a senior official at the South Korean company.

Shin Jong-kyun, head of Samsung's mobile division, told reporters in Seoul that the firm expects to sell more than 20 million smartphones this year, up from the 18 million units eyed at the beginning of the year, the paper said.

Equinix Appoints New Managing Director in Switzerland

Marco Dottarelli has joined Equinix as the new Managing Director of the company’s Swiss business operations. Dottarelli brings more than 30 years of IT sales and management experience to the role. Equinix has a strong presence in Switzerland and currently operates four International Business Exchange™ (IBX®) data centers in Zurich and two in Geneva. A technology industry veteran, Dottarelli joins Equinix from LSI Corporation, a provider of silicon, systems and software technologies, where he served as EMEA Managing Director for six years. During his time at LSI, Dottarelli developed strategies to successfully expand the business into various growth markets including Eastern Europe and the Middle East. Welcome Marco!

Samsung Aims to Sell 1 Million Tablets by Year End

from WSJ:

>>SK Telecom, which first offered Samsung's smartphone, Galaxy S, on the domestic market in late June, will initially have the exclusive right to sell the Galaxy Tab.

Also Thursday, LG Electronics said is set to launch its own tablet computing device in the first quarter of next year.

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.

Wednesday, November 3, 2010

Combining multimodal touch and haptic response


Haptic effects

In the development of the Fuse handset, the design needed to accommodate a “floating” touchscreen. That is, rather than being rigidly bound to the outer case of the handset, the touchscreen needed a small amount of lateral compliance to allow for crisper and more responsive touchscreen haptic feedback. To overcome any apparent compliance or “mushiness” in the screen, the engineers developed specially designed mounting grommets to provide the lateral support for the touchscreen.

Capacitive sensors suit this type of suspended design as they can be appropriately calibrated to trigger on contact, as compared to resistive touchscreens, which require greater pressure (see Fig. 2). This also supports pressure sensors, and multi-stage haptic effect triggering where different haptic effects come into play, depending upon the size or length of the capacitive touch.

Fig. 2. Capacitive-touch sensing technology (left) lends itself more easily to integration with haptic and other sensing than traditional resistive touch sensing (right).

Digital Realty Earnings Preview

Read more at Data Center Knowledge:

>>Digital Realty Trust (DLR) reports earnings tomorrow. As the leading data center REIT, Digital Realty’s announcement will probably serve as a bellwether for the wholesale data center vertical.

Gartner Data Center Conference 2010

"Reductions in TCO while still maximizing application performance." Enterprise customers seek simple and cost-effective ways to manage their infrastructure efficiently in midst of strong competition and rapidly changing technologies.

Greg Adgate, General Manager, Enterprise, shares the advantages that Platform Equinix has brought to ...hundreds of customers by leveraging reductions in total cost of ownership while greatly improving operational and application efficiencies. His presentation explores in detail how enterprises can take advantage of the rich selection of networks and other critical value-added services that a dense ecosystems can provide.

Greg is scheduled to speak at 2:45pm on Monday, December 6 in Octavius 7.
lunedì 6 dicembre 2010 alle ore 8.00
Caesar’s Palace- Las Vegas, NV

Tuesday, November 2, 2010

Accuray estimate for 1Q

from the IV MB, by yyy60:

- Oakwood Hospital, Dearborn MI
- Burnswick GA (Q1 or Q2)

- Ottawa Hospital, Canada
- Vicenza Hospital 2nd CK, Italy
- Güstrow, Germany
- Chelyabinsk (Southern Ural), Russia
- Royal Marsden Hospital, Sutton, UK
- Izmir Ataturk Training and Research Hospital, Aegean, Turkey
- Japan

My original estimate is 8 to 10 CK installed in Q1 (USA=1-2, International=7-8)

However, Accuray announced 7 new CK installed in AMERICA in 2010-Q4. As at today I could find only 6 new CK installed according to ARAY web site. The missing one could be Oakwood Hospital or Ottawa Hospital. Therefore, I reduce my estimate by one (ie. from 8-10 to 7-9)

Also, Salt Lake Cyberknife in Utah was closed in Q1.

A Closer Look at Trends at Equinix

>>Equinix (EQIX) is seeing strong growth in its Asia/Pacific and European businesses, and the Switch and Data deal means less new construction will be required to support additional customer growth in the U.S.

Read the full article at Data Center Knowledge.

Cyberknife Training Center opened in Toyko

from the IV MB, by yyy60:

>>** There were 21 CK in Japan at end of Q4- Jun 30, 2010. According to this news, 22 CK have been installed in Japan on Sep 30, 2010. Therefore, one CK was installed in Japan in Q1, 2010.

Equinix Ranked Number 307th Fastest Growing Company in North America on Deloitte’s 2010 Technology Fast 500™

Attributes its 299 percent revenue growth to continued customer demand for the Equinix Global Data Center Platform

FOSTER CITY, CA., November 2, 2010 — Equinix, Inc. (Nasdaq: EQIX) today announced that it ranked number 307 on Deloitte’s Technology Fast 500™, a ranking of 500 of the fastest growing technology, media, telecommunications, life sciences and clean technology companies in North America. Rankings are based on percentage of fiscal year revenue growth during the period from 2005–2009.

Equinix grew 299 percent during this period. Equinix’s chief executive officer, Steve Smith, credits the demand for data center and interconnection services in the key market sectors it serves. Major trends driving this demand include the rise of electronic trading in the financial services market, the adoption of cloud computing, the increase in mobile data traffic and the proliferation of rich media such as online video and social gaming.

Smith said, "The growth of the digital economy is creating demand for data center services that optimize the delivery of content and applications. We are meeting this demand by expanding our global footprint of data centers and investing in products and services that bring added value to global businesses. Our growth is testimony to the excellence of our employees, and the success and loyalty of our customers.”

“Equinix and the other 2010 Technology Fast 500™ winners forged ahead in a challenging economic environment to realize exceptional growth,” said Phil Asmundson, vice chairman and Deloitte’s U.S. technology, media and telecommunications leader. Deloitte commends Equinix for this impressive accomplishment.”

“Equinix has proved itself to be one of the fastest growing tech companies in North America, and we are proud to honor them as one of the 2010 Technology Fast 500™,” said Mark Jensen, managing partner, venture capital services, Deloitte & Touche LLP.

For additional detail on the Technology Fast 500™ including selection and qualifying criteria, visit

Telx, Interxion Partner on Financial Colo

Interxion's third attempt to get a US based partner (previously tried with Equinix and Switch and Data ) - from DCK:

>>Telx and Interxion today announced a strategic alliance designed to help colocation customers easily locate expansion space on the other side of the Atlantic. The alliance is focused on customers in the financial services industry, where the growth of electronic trading is prompting many players to seek a global footprint for their high-speed trading operations.

CoreSite Realty Corp


>>CoreSite Realty Corp initiated at BofA/Merrill with a Neutral rating and $15.75 price target. Favorable view of datacenter fundamentals for landlords, Bank of America/Merrill Lynch said.

AboveNet Announces Ethernet eXchange Hub Service

CENX and Equinix carrier customers will have first access to AboveNet's hub service in top metro markets

WHITE PLAINS, N.Y., Nov. 2, 2010 /PRNewswire/ -- AboveNet, Inc. (NYSE: ABVT), a leading provider of high bandwidth connectivity solutions, today announced the Ethernet eXchange Hub service optimized to provide carriers with next-generation high bandwidth connectivity. The new service will be available first to customers operating in select CENX and Equinix Carrier Ethernet Exchanges.

The eXchange Hub service acts as the hub or central connectivity port in the carrier exchange. Carriers can then leverage AboveNet's network for Ethernet connectivity to key enterprise locations, carrier hotels and data centers. With pre-positioned hub capability and a simplified provisioning process, the carrier will get cost-effective, scalable, high bandwidth connectivity to meet their business needs.

Key service features include:

  • high-performance Ethernet services with bandwidth levels from 100Mbps to 5Gbps.
  • competitive access pricing.
  • aggregated hand-off to the carrier at pre-defined exchange locations.
  • fiber-centric delivery with no space or power needs at service end-points.
  • ease of provisioning at pre-configured, existing hub locations.
  • capability to easily add more sites to meet carrier needs.

AboveNet already has existing strategic relationships with CENX and Equinix that expand its reach to carrier exchange tenants in global markets including Chicago, London, New York, Virginia and San Francisco. The eXchange Hub service is a key addition to the Ethernet solutions portfolio available to carriers who in turn can extend the business benefits of AboveNet's high-performance Ethernet network to their own customers.

"AboveNet's expansive network footprint connects to business-critical locations in the top U.S. and European metros. CENX members are already able to reach more than 15 million Ethernet Service Locations (ESLs) via our Carrier Ethernet Exchanges and this new connection provides our members additional access to AboveNet's next-generation Ethernet services and connectivity to the top global markets over a cost-effective, high bandwidth network," said Eric Gillenwater, senior vice president, worldwide development for CENX.

"Equinix is helping carriers quickly and easily connect, expand service availability and speed their time to revenue in new markets," said Jim Poole, general manager of Global Networks, Mobility and Content for Equinix. "We are excited to partner with AboveNet, and welcome them to the growing list of participants to the Equinix Carrier Ethernet Exchange."

AboveNet expects the eXchange Hub service to be available in the first quarter of 2011. The full existing suite of services is currently available to carriers in the leading Ethernet Exchanges.

Monday, November 1, 2010

worldwide smart phone market


>>In Q3 2010, the worldwide smart phone market grew an impressive 95% over the same quarter a year ago to 80.9 million shipped units. Nokia retained its leadership position, albeit by a diminished margin, with a 33% share of the market. Apple’s healthy performance this quarter saw it achieve a 17% share worldwide, a little ahead of RIM, which held a 15% share this quarter. In the world’s largest smart phone market, the US, Apple ousted RIM from the top spot, seizing a 26% share as iPhone shipments continued unabated. RIM has also launched its latest generation smart phone, the Torch, though it only saw half a quarter’s shipments in the US. But the plethora of smart phones running the Open Handset Alliance’s (OHA’s) Android platform meant that Canalys’ final published country-level data shows that it took the lead in the US market by operating system (OS), with a 44% share.

Cerner signs deal with Equinix for NHS service delivery


>>Healthcare IT solutions provider Cerner has signed with Equinix’ UK-based operations for the delivery of remote hosting operations to the UK’s National Health Service (NHS) Trusts and private healthcare organizations.

Using Equinix’ London 5 (LD5) International Business Exchange data center, Cerner will offer healthcare providers remote hosting with an emphasis on security, hardware and connectivity as part of a solution that will be available from today.

According to Cerner, the “service allows healthcare providers to take advantage of Cerner’s administrative, clinical and patient care solutions, and coupled with Equinix’s data centre services, allows NHS trusts and other organisations to cost-effectively build, maintain and secure an HIT infrastructure, without the usual upfront capital and resource investment needed”.