Read the whole article at Seeking Alpha:
>>Time for an update on the performance of data center related stocks,
that include companies operating colocation facilities and CDNs.
As a reminder, we do not track larger companies, like Amazon (AMZN) or Google (GOOG),
as their revenue/stock performance is mainly influenced by their retail
or advertising platforms, rather than their data center (or cloud
computing) operations.
Here is a short summary of how the companies under our radar screen behaved in August and September 2012:
Sunday, October 14, 2012
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