Friday, January 21, 2011

Jim Cramer vs. Data Center Industry

Full article @ Seeking Alpha:

>>During his "Mad Money Lightning Round" on Thursday evening, Jim Cramer briefly addressed his concerns about the data center industry:

Equinix (EQIX): "A server play ... I would be a seller of EQIX because I don't think the data centers, the physical space, is going to grow the way people think."

President (BVI) International Investment Holdings trading history

from the IV MB, by yyy60:

>>***** ACQUISITION (1999-2005) ****

- Mar 1999, acq 4.5M Series A Preferred shares for $9,000,000
- Apr 2001, acq 3.333M Series B Preferred shares for $2,499,997.
- Apr 2002, acq 3M Series C Preferred shares for $3,000,000.
- Dec 2003, acq 1M Series C Preferred shares and 1,992,419 common shares from Pacific Republic Securities.
- Mar 2005, acq 173,810 common shares from Pacific Republic Securities.


1999-03 bought 4.5M A-shares = 4.5 x 1.51882 = 6.835M shares for $9M
2001-04 bought 0.333M B-shares = 0.333 x 7.5 = 2.5M shares for $2.5M
2002-04 bought 3M C-shares = 3 x 1 = 3M shares for $3M
2003-12 bought 1M C-share = 1 x 1 = 1M shares for $??
2003-12 bought 1.992M share = 1.992M shares for $??
2005-03 bought 0.1738M share = 0.1738M share for $??

Total shares acq = 15.5M shares
Average cost = about $1 per share

***** DISPOSITION (2007-now) ****

2007-02-08 sold 5.83M shares at $18 (IPO)
2009-02-10 sold 0.25M shares at $5.6
2009-02-11 sold 0.25M shares at $5.33
2009-03-24 sold 1.2M shares at $4.88
2009-06-26 sold 1.2M shares at $6.1
2009-12-03 sold 0.85M shares at $4.94
2010-01-12 sold 0.20M shares at $6.7
2010-07 sold 1.19M shares at $6+
2011-01 sold 1.495 shares at $6.5-$7.57 (still own 3.03M shares)

U of Pennsylvania's CK will be operational in June

from the IV MB, by yyy60:

>>** U of Pennsylvania School of Medicine is one of the best medical schools in the world.

University of Pennsylvania
January 20, 2011

The Radiation Oncology Department at Pennsylvania Hospital has an immediate opening for a clinical radiation oncology physicist. The applicant should have an M.S. degree from an accredited school of Medical Physics, plus at least 4 years clinical experience in radiation therapy physics with the certification process in progress towards completion. We are looking for a committed professional with excellent inter personal skills. The Radiation Oncology facility is equipped with a Varian iX accelerator with kV imaging, a Siemens Oncor accelerator, a AcQSimCT, as well as a Gamma Knife 4C and a GammaMed 3/24 HDR.

A CyberKnife unit with Iris and RoboCouch is under construction and will be operational in June 2011.

Thursday, January 20, 2011

Catalyst Opens Tokyo Data Center to Serve Clients in Asia

Secure Facility Provides Safe Haven for Data from throughout the Region

DENVER, Jan. 20, 2011 /PRNewswire/ -- Catalyst Repository Systems, Inc. (, the pioneer in providing cloud-based document repositories for e-discovery and other complex legal matters, today announced the opening of its Asia data center. The full-featured, high-security data center—housed in the Equinix facility in the Shinagawa ward of central Tokyo—is designed to provide a safe haven for data for clients in Japan and throughout the Asia-Pacific region.

Recognized as the leader in true multi-language search and review, Catalyst has long supported international law firms and multinational corporations in matters involving complex "CJK" (Chinese, Japanese and Korean) data. The opening of the new data center adds to Catalyst's existing offices in Hong Kong and Tokyo and further expands the services and capabilities Catalyst offers throughout Asia.

"We understand that our clients conduct their businesses in multiple languages and we've made it our priority to provide the best technology to support them," said John Tredennick, Catalyst's founder and CEO. "As our operations in Asia continued to expand over the years, our clients asked us to enhance our physical presence in the region to better serve their needs. We established Catalyst Asia and opened the Tokyo data center in direct response to our clients."

"With more than a decade of experience under our belts, our in-house team and our partners have always provided local expertise on international matters," said Catalyst's Asia Managing Director Richard Kershaw. "Japan provides exceptional connectivity between Asia and North America, and has the strongest data protection laws in Asia. Our new data center provides the perfect tools and location to meet the changing expectations of courts both local and international."

A Complement to our Network of Trusted Partners

Throughout Asia, Catalyst has built a network of partnerships with trusted litigation support firms, staffed by experts in their respective jurisdictions. These partners welcomed the opening of the data center.

"Catalyst Japan Data Center will be a game-changer for the Japanese legal community," said Ted Fujisawa, CEO of Ji2 (, a provider of computer forensics and litigation support in the U.S. and Japan. "Catalyst's capabilities to handle complex multi-national and multi-lingual litigation cases are the best in class and we believe that this new data center will greatly benefit enterprises and law firms in Japan by delivering lower cost and risk and improved speed & efficiency."

"By opening a data center in Asia, not only has Catalyst proven its commitment to the region, it has also brought to the region an e-discovery platform that truly supports Asian language," said Darren Cerasi, founder of I-Analysis (, a Singapore-based specialist in e-discovery, digital forensics and information management. "We have long held the view that clients based in Asia or who have their data in Asia are best served by working with Asia-based service providers."

In Hong Kong, Alan Jeffries, managing director of data forensics consulting firm D3 Forensics (, commented, "We are very excited to enter into partnership with Catalyst as our exclusive vendor for secure hosting and review. Catalyst's multi-language, secure, hosting, processing and review platform allows us to be up and running fast."

Secure, Powerful Multi-Language Capabilities

As with Catalyst's U.S.-based data centers, the Tokyo facility is highly secure and is capable of powering the heart of the litigation lifecycle, from initial processing through search, review, production and trial. Catalyst's security has been vetted and approved by many of the most demanding organizations in the world, including banks, major software companies, insurers and the U.S. government for sensitive terrorist materials.

Catalyst was one of the first e-discovery companies to offer true multi-language capabilities. Its systems are optimized for the CJK languages, can handle both Unicode and non-Unicode pages, and is the only system to use full tokenization to allow language and locale selection in processing and search. Our capabilities have been tested and used by Japanese, Chinese, Taiwanese, Korean, Singaporean and Hong Kong based companies, in industries ranging from finance to high technology, software to logistics.

Catalyst also provides language experts to help clients search, analyze and review data in multiple languages, for US and local litigation and international arbitration.

Accuray mentioned cautiously at Soleil


>>Soleil reiterates a Sell rating on Accuray, saying its consultant is skeptical of a journal article on Accuray's CyberKnife System in prostate cancer

Equinix is an Exhibitor at Data Center World in March, 2011.

Data Centre World, the UK’s largest and fastest growing exhibition and conference for data centre managers, professionals, distributors and channel partners is being hosted in London on March 2nd and 3rd.

Eric Schwartz, President of Equinix Europe, is one of the featured speakers. He'll be talking about "Performance Benchmarking in the Digital Age." Featuring insight from Equinix’s customers, this presentation will explore how digital businesses can benefit from a global platform of network dense data centres, which house financial, cloud, networks, digital content, mobility ecosystems, providing optimised content/applications and maximum ROI. Watch this session in the IT and Management Theatre on March 02, 2011 at 10:45 am.

Equinix will be in stand number D65 so please stop by to say hello. We're more than happy to answer any questions you may have.

Wednesday, January 19, 2011

Repositioning the data centre as a platform: Equinix


>>According to Appleby, only about 20% of cloud ecosystems are limited to inside the data centre where
the cloud operators and services can connect to each other. That leaves 80% of the revenue – an opportunity
estimated to be worth around US$6 billion – from the cloud space open for network service providers.
“If you think about our sites as a digital marketplace, think about what services you can sell to the
4,000 customers we have in our data centres,” he said.
At the same time, the community nature of these platforms also helps service providers in their development
of services.
“Ultimately if you want to sell service enablement, there’s a lot of partners who are in our centre – we
have over 200 cloud and SaaS providers in our data centres, we have over 300 managed service providers,
we have most of the systems integrators and we have over 600 network providers already in our centres,”
he said. “These are the foundations of the digital market place.”
As a result of this transformation of data centres into service-oriented platforms, data centre operations
can no longer be limited to single sites or markets, Appleby asserted. “Over the last two years, customers
have come to us looking for a one-stop shop solution where they can easily go worldwide. Over 50% of
our revenues now are customers who are multi-region, and 70% of our revenue is global customers.”

Equinix und BCC kooperieren

German managed services provider BCC has announced a co-operation with data centre services provider Equinix in the field of Managed IT services. Using Equinix platforms, BCC will offer a bundled of managed IT services, from housing via infrastructure as a service (IaaS) to platform as a service.

>>Strategische Partnerschaft

BCC und Equinix werden künftig im wachstumsstarken Geschäftsbereich Managed IT zusammenarbeiten. Der Managed Services Provider erweitert mit der Partnerschaft sein Leistungsspektrum um hoch qualifizierte Ressourcen des RZ-Betreibers.

„Wir haben Equinix aufgrund seiner hohen Qualitätsstandards und der globalen Hochverfügbarkeit ausgewählt“, erklärt Josef Glöckl-Frohnholzer, Geschäftsführer von BCC. „Die Partnerschaft ermöglicht uns ein breiteres Produktspektrum und verschafft uns einen besseren Stand im Managed-IT-Geschäft.“ Auf den Equinix-Plattformen bietet BCC ein ganzes Bündel an Managed IT Services an – angefangen beim Housing über Infrastructure as a Service bis hin zu Platform as a Service.

Equinix betreibt seine „International Business Exchange“ (IBX)-Rechenzentren in 35 Märkten in Nordamerika, Europa und Asien. Allein in Deutschland verfügt der RZ-Dienstleister über drei zentrale Datacenter-Standorte in Frankfurt, München, Düsseldorf und demnächst auch in Hamburg. Die Datacenter des US-amerikanischen Dienstleisters sind weltweit bis zu TIER 4 klassifiziert.

KDDI America Partners with CENX, Telx and Equinix to Expand Domestic and Global Ethernet Networks

New York, NY, January 18, 2010 -

KDDI America, Inc., the U.S. division of KDDI CORPORATION, a Global Fortune 500 company and worldwide leader in international telecommunications services, today announced that it is now connected with CENX, Telx and Equinix, leading operators of Carrier Ethernet Exchange around the world, to provide its expanded Global Ethernet Networks for enterprise and wholesale customers .The initial connections are at Carrier Ethernet Exchanges in New York, Chicago, Virginia and Los Angeles, creating seamless connections with KDDI America’s extensive high-speed fiber network and providing end-to-end connectivity and scalable bandwidth throughout the United States and around the globe.

Dr. Scott Simon defeats the "suicide disease"


>>Trigeminal Neuralgia typically strikes in mid- to late-life. Attacks can be brought on by something as simple and routine as brushing the teeth, putting on makeup or even a slight breeze. Often, the disorder can be managed effectively with a variety of anti-seizure medications that help stabilize the nerve. Alternative therapies, such as acupuncture can be important adjuncts to medication. “Every case is different but in general, treatment begins conservatively with medication,” said Dr. Simon. “However, if medication fails, surgery or stereotactic radiosurgery may be an option and can lead to a complete cure. The Cyberknife System at Stamford Hospital is one of the most advanced radiosurgery delivery systems available, and is specifically designed to perform this function.”

Equinix to Launch "Enterprise-Class" Services in Cloud


>>Equinix said it will deliver "enterprise-class" computing in the cloud.

The creator and operator of data centers in major financial centers around the globe said it signed an agreement with OpSource to deliver reliable cloud and managed hosting services in North America, Europe and Asia Pacific.


Equinix' data centers are increasingly being used to house the operations not just of trading firms, but exchange operators.

Thursday, BIDS Trading said it will deploy critical infrastructure for its alternate trading system into Equinix’s New York (NY4) International Business Exchange™ (IBX®) data center. This was done to cut costs 40 percent, while increasing performance, according to Jim Lee, COO for BIDS Trading.

Deutsche Börse also said it will switch its trading engines to a Frankfurt-based data center owned by Equinix.

Direct Edge operates its two U.S. equity exchanges out of Equinix' NY4 data center in Secaucus, N.J.

Touch panel market to have CAGR of 18.3% from 2009-2013


>>Q: How fast will the touch panel market grow in the next few years? What will be the biggest applications for large-size and small- to medium-size touch panels?

A: Touch panel shipments will increase at a CAGR of 18.3% from 2009-2013. The small- to medium-size segment (under 10 inches but including 10-inch tablet devices) and the large-size segment (10-inch and above, but excluding 10-inch table devices) will see a CAGR of 18.8% and 6.9% respectively in the period. In terms of shipment value, the overall CAGR will be 15.7%, while the small- to medium-size and large-size segments will have a CAGR of 18.6% and 7.5% in the period.

Tuesday, January 18, 2011

Tablet/E‐Reader Data Snapshot

from Yankee Group:

Firms to buy 10 million tablets in 2011

from Reuters:

>>Companies will buy more than 10 million tablet computers this year, consultancy Deloitte said on Tuesday supporting recent research from Gartner which sees the global market for Apple's iPad, rising to 55 million devices this year from 19.5 million in 2010.

The surge of tablet market, coupled with strong growth of smartphone sales means in 2011, for the first time, sales of personal computers will represent less than half of total computing device market, Deloitte said.

"2011 marks the tipping point," it said.

Deloitte forecast for smartphone sales to reach 375 million devices in 2011 and tablet market to reach 50 million. Combined sales of desktops, laptops and netbooks would be 390 million devices, it said.

Equinix and OpSource Team to Accelerate the Global Delivery of Scalable Cloud Solutions to Enterprises, Financial Institutions and Service Providers

OpSource Joins Platform Equinix to expand service footprint, enhance performance and advance collaboration with company’s 3,700 customers to grow revenue

HONOLULU--(BUSINESS WIRE)--Equinix, Inc. (Nasdaq: EQIX), a provider of global data center services, and OpSource, Inc., the leader in enterprise cloud and managed hosting solutions, today announced an agreement to deliver enterprise-class cloud and managed hosting solutions to Equinix’s ecosystem of more than 3,700 customers across North America, Europe and Asia Pacific. OpSource becomes part of Platform Equinix™, which combines business ecosystems and a global footprint of state-of-the-art IBX® (International Business Exchange) data centers for enabling companies such as OpSource to accelerate business growth.

“During the past two years, the introduction of cloud computing offerings has radically accelerated innovation in the hosting market”

Through a combination of co-marketing, joint solution development and training, OpSource will provide cloud and managed hosting solutions to Equinix’s ecosystem; in turn, Equinix will enable OpSource to deliver on rising end-user performance expectations by deploying its assets and services closer to customers with targeted geographical distribution to improve network performance and application response time. Additionally, Platform Equinix facilitates a faster path to revenue growth by enabling OpSource to leverage joint customers for expanded wallet share across Equinix’s 35-market footprint, while providing access to new customers.

“During the past two years, the introduction of cloud computing offerings has radically accelerated innovation in the hosting market”, said Lydia Leong, research vice president for Gartner. “Many of the use cases that IT buyers are considering when evaluating cloud service models require enterprise-class solutions, including high levels of availability, performance, security, and flexibility. Partnerships can significantly expand the options available to IT buyers, especially where hybrid offerings are desired.”

Increasing digitization and the influx of cloud applications are driving demand for hosted services. OpSource provides cloud and managed hosting solutions that enable organizations of all sizes to accelerate growth and scale operations while controlling costs and reducing IT infrastructure support risks.

“By leveraging Platform Equinix, OpSource is able to offer its cloud and hosting offerings into new markets by tapping into our carrier-rich ecosystem for new business opportunities,” said Vince DiMemmo, General Manager, Cloud and IT Services, Equinix Inc. “Together, we offer customers the best of both worlds – a high performance global data center environment and access to enterprise-class cloud and managed hosting services that can be customized to address each organization’s unique application requirement.”

More than four hundred Software-as-a-Service ISVs, cloud platform providers, carriers and enterprises rely on OpSource's expertise, experience and agility to operate high-availability, business-critical hosting environments. OpSource Cloud is the first cloud computing solution to bring together the flexibility, availability and community of the public cloud with the security, performance and control the enterprise demands.

“We are pleased to expand our relationship to take full advantage of Platform Equinix,” said Treb Ryan, CEO of OpSource. “Together we are addressing the rising needs of SaaS, financial institutions and enterprises interested in building secure and low-latency hybrid cloud environments. Additionally, OpSource’s White Label Public Cloud program is a perfect fit for global carriers and service providers looking to launch high-performance public cloud services.”

Executive Interview: Jarrett Appleby, Chief Marketing Officer, Equinix

Equinix Case Study


Session Topic: Equinix Case Study: Utilizing Monitoring Tools to improve collaboration between Facilities, Data Centers and IT Departments

Speaker: Pamela Brigham, Global Technology Director, IBX Electrical Systems
Speaker: Greg Dumas, CTO for DST Controls

Gain insight on how monitoring tools implemented at Equinix facility improved collaboration between IT and Facilities professionals. Learn how Equinix was able to collect real time information on power, temperature, IT Load and energy utilization. This case study will walk you through Equinix’s process of selecting the right monitoring solution that met their business goals, indentifying what information to gather, analyzing the information collected, and the benefits of implementing the monitoring solution.

Monday, January 17, 2011

Data center to boost Deutsche Börse trading speeds


>>Deutsche Börse is preparing to switch its Xetra trading platform to a hi-tech data center in Frankfurt to better accommodate the algorithmic traders who are changing the way shares are bought and sold.

Deutsche Börse will switch its trading engines to a Frankfurt-based data center owned by Equinix, a global provider of data center services. The move will provide faster trading services to high-frequency traders who use computer-based algorithms to power trading strategies.

"There will be one single hub for all the trading systems of Deutsche Börse and the financial community," said Matthias Kluber, executive vice president and head of networks and infrastructure at Deutsche Börse Systems. "It is a bit like the floor of the old days but it is computers rather than people who are now talking to each other under one roof."


Sources at Deutsche Börse said the exchange's Xetra cash market will move first in the summer to the Equinix data center, which will have completed a 12 million euro upgrade of its Frankfurt site.

Sunday, January 16, 2011

Nokia X7 takes aim at gaming to rival iPhone and PlayStation phone


>>New pictures of the Nokia X7-00 have hit the Internet, and it seems the funny-shaped smart phone has its sights set on the mobile gaming world.

Russian phone blogger Eldar Murtazin got his hands on the phone.

Murtazin also describes the X7 as a gaming device.

from Engadget:

>>Our dreams have been dashed by Pocketnow, who says its original source was out of date -- AT&T had apparently planned to stock the X7 under the name "Nokia Journey" in time for a Mobile World Congress launch, but those plans have reportedly been canceled by AT&T itself.