Equinix Continues to Execute

some comments from Morningstar.com:

>>Equinix Continues to Execute

As Equinix begins to consolidate its new assets into the mix, we like the direction the firm is heading. Revenues were up 39% from the year-ago quarter, with North America being the star of the show (up more than 62% year-over-year), which includes two months of Switch and Data consolidation. Although the Switch and Data merger helped boost sales, injecting in the lower margin assets dropped the North American EBITDA margin 4 percentage points to 46.7%.