Data Centers And Data Hosting Entering "Hyper Growth" According To Stifel Nicolaus Equity Analyst

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>>For example, Salesforce.com (CRM), the largest software-as-a-service provider, doesn't operate its own data centers They are a customer of Equinix. And so we think Equinix (EQIX) should benefit as cloud service providers and others look to extend their data center space. Rackspace gives you another play on the cloud, where they are operating their own cloud service. So we would call them more of a cloud services provider as opposed to Equinix, which has more of an infrastructure play on it.