from www.istockanalyst.com/
>>Feldman said his bullish view is based on two key factors. A positive
outlook for global data center demand. As the only truly global
provider of retail colocation facilities, EQIX seems well positioned to
benefit from an outsourcing trend driven by rapid IP traffic growth, and
from favorable pricing due to the deep ecosystems in its IBXs.
Despite EQIX's outperformance year-to-date, current valuation
does not appear to price-in any upside from a REIT conversion, which the
analyst views as likely in 2014. In other words, he sees attractive
upside if EQIX converts and limited downside if it does not.
Tuesday, July 10, 2012
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