Saturday, February 5, 2011
>>At its annual meeting in New York, Corning, the Corning, NY-based company that makes glass-based products, said that the demand for its Gorilla Glass, a key component of tablets and touch screen phones are on an upswing. They are forecasting a total of 180 million tablet units by 2014 versus 20 million in 2010. James P. Clappin, president, Corning Glass Technologies Group pointed out in a press statement that the personal computer market that includes tablets will grow at a compound annual rate of about 16% through 2014.
Thursday, February 3, 2011
Wednesday, February 2, 2011
>>On Thursday, Jan 27, 2011, Verizon (VZ) purchased Terremark (TMRK) for $1.4 billion in a move to accelerate its "everything-as-a-service" cloud strategy.
Although the acquisitions are relatively different in size and cost, two cloud related deals in less than a week by cable/telcos did not happen by chance. The question is: will this represent only the start of a series of acquisitions in this space, as Michael Nelson, an analyst at Mizuho Securities USA Inc., seems to suggest?
>>Who was the best gift to Rafael Moreno Valle was Daniel Karam Toureh.
The director of the Instituto Mexicano del Seguro Social (IMSS) overcame a jam than a quarter of a century and completed a nearly 200-bed hospital in Puebla.
Yesterday we put into service.
Added to 60 new medical units, with consequent recruitment of doctors, nurses, technicians and administrative staff, put into service in less than two years.
The rumors were partly correct — the LG G-Slate has twin cameras for 3D photos and video recording as well as a 3D screen. Already mouthing off to your buds about its 3D overload? Don't forget to tell them the 8.9-inch screen tablet requires stereoscopic 3D glasses.If you can overlook the fact that LG's G-Slate needs 3D glasses, then you'll find a beast of a tablet waiting for you.
>>Benchmark Capital is out with its report today on Equinix, raising its price target from $95 to $105.
In its report, Benchmark notes, "Equinix will report 4Q10 results on Wednesday, February 9 after the stock market closes. After last week's announced tender offer for Terremark by Verizon, we view data center assets as increasingly strategic and valuable. We raise our price target from $95 to $105 per share, based on 10x 2011E EBITDA. This is supported by around 20% EBITDA growth this year and next and the possible achievement of free cash flow this year. We maintain a Buy rating."
Tuesday, February 1, 2011
>>The word "whoops" is probably a good place to start with this one. Yesterday, The Wall Street Journal ran a story quoting Samsung's Lee Young-hee as stating that initial sales of the Galaxy Tablet were "quite small." Turns out that wasn't exactly the right adjective. As you can hear in the audio clip below, she actually said sales of the thing are "quite smooth," just like the chins on most of our interns.
>>Cisco Systems Inc., the largest provider of computer networking gear, said that Internet traffic over mobile devices will increase 26-fold by 2015, driven by consumers watching video on smartphones and tablet computers.
Consumers are increasingly surfing the Web and watching videos from Google Inc.’s Youtube and Netflix Inc. on their mobile devices, straining service providers’ abilities to transmit data quickly. The study aims to give Cisco customers, which include AT&T Inc. and Verizon Communications Inc., a view of consumer trends while promoting the need for Cisco products, which handle the flow of Internet traffic.
>>The provider had planned to upgrade its circuits in Sydney — currently capped at one gigabit per second (Gbps) — with 10Gbps replacements, connecting a new point of presence (PoP) at an Equinix data centre in the city to existing points at Walker and Clarence streets, providing dual-path redundancy for users.
Much of the equipment was to be supplied by Japanese giant NTT, which would provide initial connections of 1.2Gbps to Equinix.
Monday, January 31, 2011
Equinix's CMO, Jarrett Appleby, was recently interviewed at PTC11 to talk about the rapidly changing nature of the data center business. That interview is now available on video.
>>Pressed by an analyst at an investment bank, the Samsung executive, Lee Young-hee, acknowledged that sales to consumers were “quite small,” though she didn’t give a specific number.
In her comments, she used the terms “sell-in” to reflect Samsung’s sales to distributors and “sell-out” to reflect the distributors’ sales to consumers.
Ms. Lee’s response to the analyst:
“Well, your question was on sell-in and sell-out. As you heard, our sell-in was quite aggressive and this first quarterly result was quite, you know, fourth-quarter unit [figure] was around two million. Then, in terms of sell-out, we also believe it was quite small. We believe, as the introduction of new device, it was required to have consumers invest in the device. So therefore, even though sell-out wasn’t as fast as we expected, we still believe sell-out was quite OK.”
She added Samsung was “quite optimistic” about 2011 sales but wouldn’t provide a forecast. “As you know, the tablet is relatively new and we need to see how the market develops before we give any firm numbers,” Ms. Lee said.
The fourth quarter also saw the worldwide smart phone market continue to soar, with shipments of 101.2 million units representing year-on-year growth of 89%. The final quarter took shipments for the year to fractionally below 300 million units, with an annual growth rate of 80% over 2009 (see table below).
‘2010 has been a fantastic year for the smart phone market. After a difficult 2009, the speed with which the market has recovered has required real commitment and innovation from vendors and they have risen to the challenge,’ said Canalys VP and Principal Analyst Chris Jones. ‘But vendors cannot afford to be complacent. 2011 is set to be a highly competitive year with vendors looking to use new technology, such as dual-core processors, NFC and 3D displays, to differentiate their products and maintain value.’
At a regional level, Europe, the Middle East and Africa (EMEA) remained the largest market, with shipments totalling 38.8 million and a year-on-year growth rate of 90%. Nokia continued to lead in EMEA and Asia Pacific, but in 2010 it was overtaken by RIM in Latin America, which shipped over a million more units than Nokia in Q4 2010. The vendor was particularly helped by the popularity of its mid-range smart phones, such as its Curve family of devices.
>>Research firm Canalys said on Monday phone makers sold a total of 32.9 million Android-equipped phones in the last quarter, compared with Symbian's total sales of 31 million. The landmark piles pressure on Nokia as it struggles to reassert itself at the top end of the mobile handsets market.
Following Apple's 2007 entrance into smartphones, Google rolled out its open-source Android operating system, which has become the standard for smaller phone makers.
Hit models from Samsung Electronics, HTC and LG Electronics helped Android in the quarter, while Symbian suffered from troubles of its owner and main user, Nokia.
Sunday, January 30, 2011
This colocation data center in northern Virginia is designed around prototypical planning modules that consist of a one-story colocation computer room, a two story electrical equipment bar and a modest office component. As part of a campus setting the building is designed to complement the adjacent buildings while providing a focal point for visitors to the site. Equipment is screened by the use of an innovative perforated, ribbed metal panel.
The completed project will be LEED certified.
Sheehan Partners provided comprehensive architectural design services, permitting and construction administration for construction of this 50,000 sf colocation data center expansion within an existing multistory historic building. The design included reuse of existing raised floor and CRAC units with under floor chilled water and power distribution. The existing ceilings and lighting were removed and replaced with a uniform unistrut grid system supporting lighting, cages and cable trays. Outside of this tenant space a new generator and underground fuel tank were installed on the first floor along with new rooftop mechanical
This three-story, 285,000 square foot colocation data center is planned with major electrical equipment and central utility plant of the first floor serving up to 3,400 cabinets on the second and third floors. The building is designed around three stand alone planning modules, each of which can be scaled as required to serve customer demand. The project was designed, constructed and commissioned for occupancy in eighteen months.
This design was recognized by the AIA Chicago Chapter with a 2008 Citation of Merit.
In partnership with a local affiliate architect Sheehan Partners is providing comprehensive architectural design services for this colocation data center in northern California. The building is designed around prototypical planning modules that consist of a one-story colocation computer room, a two story electrical equipment bar and a office component. Generators are located in a screened outdoor yard.
The building is designed to complement the existing data center on the site and can be easily expanded. The completed project will be LEED certified.
>>Sheehan Partners Architecture/SP-ARCH of Chicago along with other consultants on this project hired me to photograph the exterior and interior of their SV5 Data Center finished in November on 2010.
Here is a view from the roof looking west towards the Santa Cruz mountains. Only half of the roof is outfitted with cooling equipment as of yet.