Earnings Summary for Internet Infrastructure

from Telecom Rumblings: Who excelled/Who held position/Who stumbled.

Here's the highlights:

>>Takeaways:

• Colocation remains hot and seems likely to stay that way
• Telecoms with their own fiber seem insulated against the economy
• Stumbles seem to be situation-specific, if the economic tide is going out it is doing it slowly in this sector.
• The CDN sector is quite fluid right now, lots of jockeying for position.