from www.thestreet.com:
>>Equinix is a datacenter specialist, which Laffont referred to as the
"core" during a keynote presentation at the Ira Sohn conference. Data
warehouses have become strategic and the company is considered
"beachfront property," he added.
Equinix has spent $2 billion buying data centers, and it generates 30%
return on equity. Laffont believes over the next four to five years the
company's revenue could reach $4 billion and its share price could hit
$500 a share. The fund manager is the largest holder of Equinix stock.
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