Equinix analyst day: A few surprises and a hefty dose of 'stay the course'

from Tier 1 Research daily newsletter:

>>T1R recently attended Equinix's analyst day and came away with a few interesting conclusions. First, Equinix is clearly staying the course in its overall strategy, with a specific emphasis on ensuring sufficient datacenter inventory in key markets. That means, in all probability, that we won't see any expansion markets until ...