from Tier1 Research:
>>Equinix's earnings call this week was a breath of fresh air for those of us who know that the Internet infrastructure sector is fundamentally strong. Demand is strong in all major markets, including those T1R might have suspected would see immediate weakness, like the New York city metro.
On a different subject, this is also very interesting:
>>Distressed datacenter assets - are there bargains to be found?
Nothing gets T1R's heart beating faster than the prospect of a bargain. So when T1R heard that there were 'distressed assets' to be had from the various failed financial institutions (Countrywide Financial Corp, Bear Stearns, Lehman Brothers, et al.), we were very interested. Which assets, in particular? Distressed datacenter assets, .....
Saturday, October 25, 2008
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