from www.streetinsider.com
>> PT $210.00.
Analyst, Mike McCormack, said, "Equinix is strongly positioned among
peers with what we believe are the most attractive carrier-neutral data
center assets. Through acquisitions and organic growth, we believe the
company has built the scale and depth to continue taking share in the
carrier-neutral data center market. Equinix has some of the world’s
largest enterprises, carriers and content providers as customers, thus
enabling the company to provide connectivity that we believe is
unmatched in the industry. Although not fully insulated from broader
macro weakness, the defensive nature of the company’s revenue model
should provide investors an added level of comfort."
Friday, July 20, 2012
Nomura Analysts Begin Coverage on Equinix (EQIX)
from www.dailypolitical.com
>> Equities research analysts at Nomura initiated coverage on shares of Equinix (NASDAQ: EQIX) in a research note issued to investors on Thursday. The firm set a “buy” rating on the stock.
>> Equities research analysts at Nomura initiated coverage on shares of Equinix (NASDAQ: EQIX) in a research note issued to investors on Thursday. The firm set a “buy” rating on the stock.
Tuesday, July 17, 2012
Goldman Sachs Reiterates Neutral on Equinix (EQIX)
from www.dailypolitical.com:
>>Equinix (NASDAQ: EQIX)‘s stock had its “neutral” rating reaffirmed by Goldman Sachs in a research note issued on Tuesday.
>>Equinix (NASDAQ: EQIX)‘s stock had its “neutral” rating reaffirmed by Goldman Sachs in a research note issued on Tuesday.
Wednesday, July 11, 2012
HiWave’s haptic touch panels deliver tactile feedback for improved user interaction with aerospace electronic systems
Complete hardware and software platform enhances safety, reduces
cost, and increases robustness in cockpit and passenger entertainment
systems
Cambridge, UK, July 9, 2012: HiWave Technologies (LSE:HIW), the provider of electronic devices that deliver innovative sound and touch technologies to user interfaces on electronic display systems, announces the launch of a haptics (touch feedback) platform for control panels and touch displays in aerospace applications. The integrated hardware/software platform enables systems designers to replace conventional mechanical buttons with touch switches and brings haptic feedback to panels and displays so that users perceive the positive experience of mechanical movement, even though none is present.
For cockpit electronic systems, HiWave’s Bending Wave touch/haptics provide greatly improved user feedback and safety than existing touch controls. The company’s force-related haptics enable touch detection and tactile sensation from non-moving touch switch arrays, even with gloved hands. As no mechanical movement is present there is no physical wear, reducing maintenance costs. HOTAS (Hands On Stick And Throttle) functions can be contextually mapped onto sensor arrays, and MHDDs (Multi Function Head Down Displays) can have full multi-level touch and gesture recognition with 3D haptic response. Passenger aircraft in-flight entertainment systems benefit similarly from this patented haptic technology.
The evaluation platform incorporates HiWave’s HIHXC14C02-8 or HIHXC09C005-8 haptic actuators, which attach to the touch interface panel or switch array, and a HiWave haptic controller integrated circuit which resolves touch input and delivers the haptic signals to the actuators.
HiWave’s Bending Wave actuators create waveforms across the touch panel or switch to create any of a range of switch sensations such as the feel of a mechanical switch or button. Additionally, if desired, audio cues can be simultaneously overlaid. A significant benefit of HiWave’s combined touch and Bending Wave Haptics is that the panel can be robustly constructed with no moving or separate parts that would be the case with traditional buttons and switches. No physical movement is necessary as bending waves create the tactile sensation locally in the touch panel. This reduces cost, increases ruggedness and product lifetime. As with HiWave’s other haptic platforms, this is achieved with a high level of mechanical efficiency by HiWave’s patented inertial exciters, resulting in crisp tactile sensation with low power consumption.
HiWave’s algorithms processed in its haptic control chip enable feedback responses to be defined by the designer and implemented by HiWave to replicate a wide range of button or key-press press sensations, or textures to convey information to the user. HiWave’s bending wave technology is the only solution that delivers true wideband haptics for the richest tactile sensation, as well up to 15kHz for audio playback. A range of audio feedbacks – from simple pings and clicks to mp3 files containing spoken instructions and music - can also be delivered without additional speakers by using the touch panel as the sound emitter.
James Lewis, CEO of HiWave said:
“Aerospace and defence is an important market, recognising and adopting the very best solutions for user interface to enhance operational effectiveness and flight safety. But the in-flight entertainment systems in passenger jets also need easy to use robust touch and haptic user interface to give passengers the easiest access to information and entertainment, and save cost caused by system failures. Our haptics and touch solutions bring clear advantages in this environment.”
HiWave continues to patent its haptics and touch technology breakthroughs, and will demonstrate its solutions to major aerospace and defence companies at the Farnborough International Airshow, 9-15 July.
http://www.hi-wave.com/news/tactile_feedback_for_aerospace_electronic_systems.php
Cambridge, UK, July 9, 2012: HiWave Technologies (LSE:HIW), the provider of electronic devices that deliver innovative sound and touch technologies to user interfaces on electronic display systems, announces the launch of a haptics (touch feedback) platform for control panels and touch displays in aerospace applications. The integrated hardware/software platform enables systems designers to replace conventional mechanical buttons with touch switches and brings haptic feedback to panels and displays so that users perceive the positive experience of mechanical movement, even though none is present.
For cockpit electronic systems, HiWave’s Bending Wave touch/haptics provide greatly improved user feedback and safety than existing touch controls. The company’s force-related haptics enable touch detection and tactile sensation from non-moving touch switch arrays, even with gloved hands. As no mechanical movement is present there is no physical wear, reducing maintenance costs. HOTAS (Hands On Stick And Throttle) functions can be contextually mapped onto sensor arrays, and MHDDs (Multi Function Head Down Displays) can have full multi-level touch and gesture recognition with 3D haptic response. Passenger aircraft in-flight entertainment systems benefit similarly from this patented haptic technology.
The evaluation platform incorporates HiWave’s HIHXC14C02-8 or HIHXC09C005-8 haptic actuators, which attach to the touch interface panel or switch array, and a HiWave haptic controller integrated circuit which resolves touch input and delivers the haptic signals to the actuators.
HiWave’s Bending Wave actuators create waveforms across the touch panel or switch to create any of a range of switch sensations such as the feel of a mechanical switch or button. Additionally, if desired, audio cues can be simultaneously overlaid. A significant benefit of HiWave’s combined touch and Bending Wave Haptics is that the panel can be robustly constructed with no moving or separate parts that would be the case with traditional buttons and switches. No physical movement is necessary as bending waves create the tactile sensation locally in the touch panel. This reduces cost, increases ruggedness and product lifetime. As with HiWave’s other haptic platforms, this is achieved with a high level of mechanical efficiency by HiWave’s patented inertial exciters, resulting in crisp tactile sensation with low power consumption.
HiWave’s algorithms processed in its haptic control chip enable feedback responses to be defined by the designer and implemented by HiWave to replicate a wide range of button or key-press press sensations, or textures to convey information to the user. HiWave’s bending wave technology is the only solution that delivers true wideband haptics for the richest tactile sensation, as well up to 15kHz for audio playback. A range of audio feedbacks – from simple pings and clicks to mp3 files containing spoken instructions and music - can also be delivered without additional speakers by using the touch panel as the sound emitter.
James Lewis, CEO of HiWave said:
“Aerospace and defence is an important market, recognising and adopting the very best solutions for user interface to enhance operational effectiveness and flight safety. But the in-flight entertainment systems in passenger jets also need easy to use robust touch and haptic user interface to give passengers the easiest access to information and entertainment, and save cost caused by system failures. Our haptics and touch solutions bring clear advantages in this environment.”
HiWave continues to patent its haptics and touch technology breakthroughs, and will demonstrate its solutions to major aerospace and defence companies at the Farnborough International Airshow, 9-15 July.
http://www.hi-wave.com/news/tactile_feedback_for_aerospace_electronic_systems.php
Asia Equinix's Highest Growth Market, CEO Says
From Bloomberg:
>>July 10 (Bloomberg) -- Stephen Smith, chief executive officer of Equinix Inc., talks about the demand for services in Asia and the company's growth strategy. He speaks with Susan Li on Bloomberg Television's "Asia Edge."
>>July 10 (Bloomberg) -- Stephen Smith, chief executive officer of Equinix Inc., talks about the demand for services in Asia and the company's growth strategy. He speaks with Susan Li on Bloomberg Television's "Asia Edge."
Major Outage for Salesforce.com
from DCK:
>>Salesforce.com is experiencing a significant outage today, leaving many customers unable to access the company’s services. The downtime was triggered by a power outage at an Equinix data center in Silicon Valley.
..
Equinix, which hosts most of Salesforce.com’s infrastructure, acknowledged that it had a brief power failure.
“This morning Equinix experienced a power issue that lasted about one minute and affected approximately one quarter of one Silicon Valley data center,” the company said in a statement. “Although our recovery was swift, recovery time for individual customers in our data centers varies considerably, depending upon their specific deployment configurations. We deeply regret the impact and inconvenience this incident caused our customers.”
>>Salesforce.com is experiencing a significant outage today, leaving many customers unable to access the company’s services. The downtime was triggered by a power outage at an Equinix data center in Silicon Valley.
..
Equinix, which hosts most of Salesforce.com’s infrastructure, acknowledged that it had a brief power failure.
“This morning Equinix experienced a power issue that lasted about one minute and affected approximately one quarter of one Silicon Valley data center,” the company said in a statement. “Although our recovery was swift, recovery time for individual customers in our data centers varies considerably, depending upon their specific deployment configurations. We deeply regret the impact and inconvenience this incident caused our customers.”
Tuesday, July 10, 2012
Equinix Eyes More Acquisitions in India, Korea, Middle East
from WSJ India
>>Chief Executive Steve Smith said in an interview Tuesday the Redwood City, Calif.-based company expects to acquire or open data centers in markets such as India, Korea, Russia and the Middle East once it completes its business development reviews in these markets.
>>Chief Executive Steve Smith said in an interview Tuesday the Redwood City, Calif.-based company expects to acquire or open data centers in markets such as India, Korea, Russia and the Middle East once it completes its business development reviews in these markets.
Equinix (EQIX) Initiated At 'Buy' By Deutsche Bank, $225 PT
from www.istockanalyst.com/
>>Feldman said his bullish view is based on two key factors. A positive outlook for global data center demand. As the only truly global provider of retail colocation facilities, EQIX seems well positioned to benefit from an outsourcing trend driven by rapid IP traffic growth, and from favorable pricing due to the deep ecosystems in its IBXs.
Despite EQIX's outperformance year-to-date, current valuation does not appear to price-in any upside from a REIT conversion, which the analyst views as likely in 2014. In other words, he sees attractive upside if EQIX converts and limited downside if it does not.
>>Feldman said his bullish view is based on two key factors. A positive outlook for global data center demand. As the only truly global provider of retail colocation facilities, EQIX seems well positioned to benefit from an outsourcing trend driven by rapid IP traffic growth, and from favorable pricing due to the deep ecosystems in its IBXs.
Despite EQIX's outperformance year-to-date, current valuation does not appear to price-in any upside from a REIT conversion, which the analyst views as likely in 2014. In other words, he sees attractive upside if EQIX converts and limited downside if it does not.
Saturday, July 7, 2012
Apple Reveals Wildly Intelligent Multi-Tiered Haptics System
from www.patentlyapple.com:
>>Tiered Haptics Could be applied to Flexible OLED Displays Including Video Glasses
According to Apple, the display screen noted in FIG. 10 may be any suitable type of display screen which may allow haptic interaction. For example, in some embodiments, the display screen may be a flexible organic light emitting diode screen (OLED), a graphene sheet, or any other suitable flexible display screen or any suitable combinations thereof. In some embodiments, display screen 1002 may be substantially inflexible, and may not form contoured screen surfaces. In some embodiments, display screen 1002 may include a protective cover such as, for example, clear plastic (e.g., Lexan) or any other suitable substantially transparent material. Common usages of Lexan include space and sports helmets, clear high-performance windshields and aircraft canopies, and bullet-resistant windows.
Update May 4, 2012: The video below covers the basics of Haptics that may be of interest to some.
>>Tiered Haptics Could be applied to Flexible OLED Displays Including Video Glasses
According to Apple, the display screen noted in FIG. 10 may be any suitable type of display screen which may allow haptic interaction. For example, in some embodiments, the display screen may be a flexible organic light emitting diode screen (OLED), a graphene sheet, or any other suitable flexible display screen or any suitable combinations thereof. In some embodiments, display screen 1002 may be substantially inflexible, and may not form contoured screen surfaces. In some embodiments, display screen 1002 may include a protective cover such as, for example, clear plastic (e.g., Lexan) or any other suitable substantially transparent material. Common usages of Lexan include space and sports helmets, clear high-performance windshields and aircraft canopies, and bullet-resistant windows.
Update May 4, 2012: The video below covers the basics of Haptics that may be of interest to some.
Friday, July 6, 2012
Equinix looking closely at REIT conversion
from Reuters
>>Changing a company's capital structure to turn it into a REIT is complex. Equinix would need to get approvals from its shareholders and the Securities and Exchange Commission, apart from a final nod from the Internal Revenue Service (IRS).
"We are increasingly convinced that a transition is possible based on our discussions with an independent tax and accounting expert," Cowen and Co analyst Colby Synesael said.
>>Changing a company's capital structure to turn it into a REIT is complex. Equinix would need to get approvals from its shareholders and the Securities and Exchange Commission, apart from a final nod from the Internal Revenue Service (IRS).
"We are increasingly convinced that a transition is possible based on our discussions with an independent tax and accounting expert," Cowen and Co analyst Colby Synesael said.
Thursday, July 5, 2012
Galaxy to power record $5.9 bln profit
from Reuters:
>>Soaraway sales of the Galaxy smartphone will drive record quarterly profit of $5.9 billion at Samsung Electronics, though the South Korean tech giant is fretting over how Europe's debt crisis is denting demand in its biggest market for televisions and home appliances.
>>Soaraway sales of the Galaxy smartphone will drive record quarterly profit of $5.9 billion at Samsung Electronics, though the South Korean tech giant is fretting over how Europe's debt crisis is denting demand in its biggest market for televisions and home appliances.
Immersion Hit By A Sell Downgrade: Why It Could Be Misleading
Read the whole article at Seeking Alpha:
>>Last week, Immersion Corporation (IMMR) was was downgraded to sell by Capstone Investments.
Subsequent to this negative recommendation the stock, which was previously trading in the $7 range, lost about 20% of its value in a few days, as shown in the following chart:
>>Last week, Immersion Corporation (IMMR) was was downgraded to sell by Capstone Investments.
Subsequent to this negative recommendation the stock, which was previously trading in the $7 range, lost about 20% of its value in a few days, as shown in the following chart:
Wednesday, July 4, 2012
Data Center Related Stocks Close A Strong First Half Year
Read the whole article at Seeking Alpha:
>>Dupont Fabros Technologies (DFT) was the best performing data center related stock in June 2012, having gained slightly more than 12% in this month alone.
Network-neutral providers Interxion (INXN) and Equinix (EQIX) come next, with performances of 9% and 8%, respectively.
CDN providers Akamai (AKAM) and Limelight Networks (LLNW) also performed positively in the month, having gained roughly 8%.
Here is a complete review of all stocks under our coverage, which highlights a month relatively positive for the sector:
>>Dupont Fabros Technologies (DFT) was the best performing data center related stock in June 2012, having gained slightly more than 12% in this month alone.
Network-neutral providers Interxion (INXN) and Equinix (EQIX) come next, with performances of 9% and 8%, respectively.
CDN providers Akamai (AKAM) and Limelight Networks (LLNW) also performed positively in the month, having gained roughly 8%.
Here is a complete review of all stocks under our coverage, which highlights a month relatively positive for the sector:
Thursday, June 28, 2012
Jamba's Turnaround Seems Close To Complete
from Seeking Alpha:
>>Jamba Inc. (JMBA) has traditionally been a restaurant retailer serving smoothies and some snacks. The company was hit hard by the recession as its aggressive growth caught up with it. Comparable company store sales declined during the crisis and JMBA underwent a management shake-up.
The new CEO, James White, has revamped the business plan and the company is now focused on being a healthy active lifestyle brand. He has implemented a turnaround that focused on franchise store growth, cost controls and the development of a consumer product platform through licensing deals with leaders in the consumer product space. The market is not fully recognizing the enormous transformation at JMBA.
JMBA shares trade at a meaningful discount to my estimate of a conservatively calculated intrinsic value ($2.60) around 25% higher than the current share price.
>>Jamba Inc. (JMBA) has traditionally been a restaurant retailer serving smoothies and some snacks. The company was hit hard by the recession as its aggressive growth caught up with it. Comparable company store sales declined during the crisis and JMBA underwent a management shake-up.
The new CEO, James White, has revamped the business plan and the company is now focused on being a healthy active lifestyle brand. He has implemented a turnaround that focused on franchise store growth, cost controls and the development of a consumer product platform through licensing deals with leaders in the consumer product space. The market is not fully recognizing the enormous transformation at JMBA.
JMBA shares trade at a meaningful discount to my estimate of a conservatively calculated intrinsic value ($2.60) around 25% higher than the current share price.
Equinix's Analyst Meeting Details The Journey To $3 Billion In Revenues
Read the whole article at Seeking Alpha:
>>Last week Equinix (EQIX) held its fifth Investor Analyst Day at the Times Center in New York City, followed by a visit to the NY4 and NY5 data centers, the following day.
Almost 300 investors and financial analysts participated at the event, which included several guests, such as Geoffrey Moore, high tech consultant and author of "Crossing the Chasm" and "Escape Velocity," and a member of the Akamai (AKAM) board of directors, and a few customers, such as Tricia San Cristobal from Bloomberg, Richard Estes from BNY Mellon (BK), Peder Ulander from Citrix (CTXS) and John Wick, Global Network Solutions at Syniverse, who highlighted their experience with the company and the value of the Equinix's partnership to their business.
>>Last week Equinix (EQIX) held its fifth Investor Analyst Day at the Times Center in New York City, followed by a visit to the NY4 and NY5 data centers, the following day.
Almost 300 investors and financial analysts participated at the event, which included several guests, such as Geoffrey Moore, high tech consultant and author of "Crossing the Chasm" and "Escape Velocity," and a member of the Akamai (AKAM) board of directors, and a few customers, such as Tricia San Cristobal from Bloomberg, Richard Estes from BNY Mellon (BK), Peder Ulander from Citrix (CTXS) and John Wick, Global Network Solutions at Syniverse, who highlighted their experience with the company and the value of the Equinix's partnership to their business.
Wednesday, June 27, 2012
Hibernia Atlantic Expands Its Global Express Platform into Equinix Data Center in Tokyo
from marketwatch:
>>SUMMIT, N.J. & DUBLIN, Jun 27, 2012 (BUSINESS WIRE) --
--Key Points:
--Hibernia's low latency financial network extended using Equinix Tokyo data center
--Offers financial firms secure, low latency access in the center of global financial trading activity
--Hibernia extends its global Ethernet service into Tokyo, Singapore and Hong Kong
Hibernia
Atlantic, a provider of global capacity services, announces today
the expansion of Hibernia's Global Express Platform into the Equinix TY2
Tokyo International Business Exchange(TM) (IBX(R)) data center. This extends
Hibernia's low latency network from other key Equinix locations such as
Chicago, Secaucus, and Slough, offering Hibernia's clients, including
exchanges, banks, execution venues, hedge funds and market data
providers, ultra low latency trading between Tokyo and other key cities.
"Equinix is an integral part of the financial services marketplace with
a presence across the top 16 financial markets worldwide," states Joseph
Hilt, Senior Vice President of Financial Services for Hibernia
Atlantic. "By connecting our secure, diverse low latency network into
Equinix's premium facility, we can further ensure our customers are in
the center of global financial trading activity."
Platform Equinix(TM) provides secure, carrier-neutral data centers across
38 markets worldwide. Equinix's TY2 facility is strategically located to
accommodate demand for bandwidth and high capacity connectivity
throughout the region. In the Asia-Pacific region, Equinix currently
operates data centers in Hong Kong, Singapore, Sydney and Tokyo, and
recently announced it is expanding into Shanghai.
"We are pleased that Hibernia has chosen Equinix's TY2 data center to
expand into the Asia-Pacific region," comments John Knuff, General
Manager, Global Financial Services at Equinix. "Hibernia Atlantic has
been part of Equinix's well-established, global financial ecosystem and
now our financial customers in Japan will be able to connect quickly to
Hibernia's Global Express Platform that offers fast and secure
connectivity to major financial centers around the world."
Hibernia Atlantic recently expanded into Asia Pac-Rim, connecting its
high capacity, secure network across the Pacific Ocean. Now Asian
financial companies can quickly access other key financial routes, such
as Chicago to Tokyo and Tokyo to London.
Built upon over 24,000 kilometers of submarine and terrestrial fiber
network, Hibernia Atlantic provides simplified global reach to key
cities throughout North America, UK, mainland Europe and Asia. Hibernia
offers rapid installation to over 60 global exchanges and low latency
entry points plus 120 international carrier telecom facilities.
Interactive Data Reduces Latency With New Asia Ticker Plants
from Yahoo:
Interactive Data's new low-latency co-location facilities in Hong Kong will also offer international clients the option to co-locate their applications alongside the ticker plants. This will enable them to obtain optimised low-latency delivery of Asian data via the Interactive Data sites in Hong Kong.
...
Direct or cross-connect access to a wide range of global exchanges is also available in Asia through Interactive Data's Points of Presence (POPs) with leading global providers of data centers and technology services, including Equinix, Inc. (EQIX), Interxion, Telex and KVH.
>>HONG KONG--(Marketwire -06/27/12)-
Interactive Data Corporation, a leading global provider of managed
ultra-low latency IT and market data services to facilitate electronic
trading today announced that its ticker plants in Asia are now live.
Based in two data centres in Hong Kong, the new ticker plants offer a
significant reduction in the latency of PlusFeed(SM), Interactive Data's
low-latency, consolidated global data feed.
With increasing adoption of electronic trading in Asia, market data has
become a crucial issue. Firms require high quality data at the desired
speed from across the region. The new ticker plants, located with Pacnet
at MEGA-iAdvantage and with Equinix in their HK1 facility, provide
Interactive Data's clients with lower latency access to Asian venues
covered by PlusFeed, as well as to a wide range of additional
international sources.
Interactive Data's new low-latency co-location facilities in Hong Kong will also offer international clients the option to co-locate their applications alongside the ticker plants. This will enable them to obtain optimised low-latency delivery of Asian data via the Interactive Data sites in Hong Kong.
...
Direct or cross-connect access to a wide range of global exchanges is also available in Asia through Interactive Data's Points of Presence (POPs) with leading global providers of data centers and technology services, including Equinix, Inc. (EQIX), Interxion, Telex and KVH.
Monday, June 25, 2012
Goldman Cuts Smartphone Growth View on Economic Downturn
from http://blogs.barrons.com/
>> Smartphone units may total 649 million, down from her prior 668 million estimate, representing 38% growth, down from 42% growth.
>> Smartphone units may total 649 million, down from her prior 668 million estimate, representing 38% growth, down from 42% growth.
Capstone Investments Downgrades Immersion (IMMR) to Sell
from: http://www.streetinsider.com
>>Capstone Investments downgraded Immersion (NASDAQ: IMMR) from Hold to Sell.
>>Capstone Investments downgraded Immersion (NASDAQ: IMMR) from Hold to Sell.
Jamba Juice opens new location in Philippines
from http://fruitjuice.drinks-business-review.com:
>>Jamba Juice, a California-based restaurant retailer, has opened its third outlet in the Philippines at the SM Mall of Asia on 23 June 2012.
Located besides the SM Ice Skating Rink, the new outlet is more like a stall with only few chairs and tables.
Jamba Juice Philippines marketing director Mark Gamboa told the ABS CBNnews.com that the opening of the new branch is part of the company's commitment to expand the availability of the California brand.
The company also plans to come up with 37 more stores in the country within the next one decade.
>>Jamba Juice, a California-based restaurant retailer, has opened its third outlet in the Philippines at the SM Mall of Asia on 23 June 2012.
Located besides the SM Ice Skating Rink, the new outlet is more like a stall with only few chairs and tables.
Jamba Juice Philippines marketing director Mark Gamboa told the ABS CBNnews.com that the opening of the new branch is part of the company's commitment to expand the availability of the California brand.
The company also plans to come up with 37 more stores in the country within the next one decade.
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