Saturday, April 16, 2011

Toshiba ANT

from laptoping.com:

>>Toshiba’s upcoming Android 3.0 “Honeycomb” OS-based 10.1″ tablet device is called Toshiba ANT and will have a base price of $450, according to product pages on Newegg.

The listed models are the $450 ANT-100 with 8GB of data storage capacity, 16GB ANT-102 for $500, and 32GB ANT-104 with a $580 price tag.

Friday, April 15, 2011

More Data Center Wins in the Financial Vertical

Read the whole article at Seeking Alpha:

>>Hardly a week goes by without a few wins in the financial vertical being announced by one of the major network neutral data center providers like Equinix (EQIX), InterXion (INXN) or TeleCityGroup.

Apple and Google Capture U.S. Video Game Market Share in 2010

A new research by Flurry:

>>Let’s look at the numbers.

Flurry iOS Android USportableGameShare 2010

From 2009 to 2010, iOS and Android game sales have spiked significantly, resulting in nearly a doubling of their market share. With both Nintendo DS and Sony PlayStation Portable shrinking in sales, while smart-device game sales simultaneously grew by more than 60%, iOS and Android games now represent more than one third of the portable game category.

...

Wedbush Morgan Securities video game analyst, Michael Pachter, points out that the “onslaught of $1 games is going to continue” and that "[Nintendo and Sony] are going to have to share the market with Apple and Android.” Our numbers quantify just how much. Further, as iOS and Android continue to change the paradigm of casual gaming, the battle between Nintendo against platforms such as iOS and Android will intensify. Mario may indeed be standing on a burning platform.

Thursday, April 14, 2011

Chi-X Australia: Equinix's Latest Financial Win

Read the whole article at Seeking Alpha:

>>On Wednesday Equinix (EQIX) announced that Chi-X Australia selected Equinix’s Sydney facility as the primary data center for its matching engine.

Accuray initiated with an Overweight at Stephens

from www.theflyonthewall.com:

>>Accuray initiated with an Overweight at Stephens. Target $14.

Wednesday, April 13, 2011

Soleil Securities Raises Price Target Accuray

from www.streetinsider.com:

>>Soleil Securities is reiterating its Buy rating on shares of Accuray (Nasdaq: ARAY) and is rasing its price target from $10 to $11 as it believes that the company will benefit from Alliance Imaging (NYSE: AIQ) acquirering U.S. Radiosurgery's CyberKnife business.

Alliance obtained 7 additional CyberKnife centers which brings that company's total to 13 and makes Alliance the leading company in CyberKnife systems.

Rackspace Expanding Its Cloud Offering to Asia: Will Equinix Benefit?

Read the whole article at Seeking Alpha:

>>Rackspace (RAX) will be offering its cloud services to Asia Pacific customers later in the year, according to to Jim Fagan, the company's Hong Kong-based VP and Managing Director for the region, as reported in an interview with SYS-CON:

Tuesday, April 12, 2011

Kaufman Bros. Raises Price Target on Equinix (EQIX) Prior To Q1 Results

from www.streetinsider.com:

>>Kaufman Bros. is reiterating its Hold rating on shares of Equinix (NASDAQ: EQIX) and is raising its price target from $78.50 to $83, prior to the company's Q1 results.
...
The firm comments that, "We believe management's credibility remains questionable to some investors after several missteps in 2010, which may continue to keep some investors sidelined. Equinix has been refocusing its sales force, which may take a while to bear fruit and we believe will continue to impact margins. Our forecast remains on the low side of management's forecasts for 2011 and we believe shares have benefited more from the overall multiple expansion of the group rather than company-specific catalysts."

Nepal Telecom to expand int´l network

from www.thehimalayantimes.com:

>>Nepal Telecom is also creating interconnectivity with telecom service providers from across the world through Equinix Data Centre of Singapore, Goel informed.

Monday, April 11, 2011

Cisco Proposes Network as a Service

read the whole article at Seeking Alpha:

>>According to a Cnet report published on Sunday, Cisco Systems (CSCO) is proposing a design for OpenStack, called Network as a Service [NaaS].

...

Recently, Equinix (EQIX), Dell and Rackspace announced that they joined forces to offer an OpenStack demonstration and test environment to customers who will enjoy the ability to move cloud assets between data centers in different regions - the first service of this kind.

More Evidence Emerges to Support Feasibility of Ethernet Exchange

Read the whole article at Seeking Alpha.

>>EANTC (European Advanced Networking Test Center) and Light Reading have just published (pdf) a white paper about carrier Ethernet global interconnection that will be officially presented at the Ethernet Europe conference this week, April 12-13th, at the Marriott Grosvenor Square in London.

There are a few players running Ethernet Exchanges at the moment, the most important being Equinix (EQIX), CENX, TelX Group, and Neutral Tandem (TNDM) – all of them with a slightly different approach to the service.

Samsung Galaxy S II to be available May 1st in the UK

from Engadget:

>>Samsung has just delivered a most welcome (and concrete) bit of news for British smartphone lovers. Its next do-it-all Android superphone will be available on May 1st in the United Kingdom.

More Product Wins at Immersion Corporation

Read the whole article at Seeking Alpha:

>>Outside of the usual suspects (new handsets or tablets introduced by its mobility partners), Immersion Corporation (IMMR) seems to be experiencing good momentum in several other segments, having recently achieved a few product wins that include both existing and new licensees.