SoftLayer discloses 2008 financial summary; set for larger push in 2009

from Tier 1 Research:

>>We recently spoke with SoftLayer and the company indicated that it was set to hit in the range of $54-56m in annual revenues for 2008 and is moving into 2009 on a (annual) run rate of over $60m. SoftLayer's growth has been impressive, with the preceding year's revenues coming in .....

uWink's Chances of Survival

a new analisys of uWink by Chris Fernandez on Seeking Alpha:

>>It’s been a recurring theme with the large scale selling in the market but uWink (NASDAQ: UWKI.OB) in particular, as those that own these stocks panic and try to make sense of their investments.

We’re at that juncture where it’s time to once again check in on uWink and their latest quarterly earnings release (or rather the 10-Q), and what this means for our investment going forward.

Is CyberKnife Ready for Prime Time in Prostate Cancer?

from the Wall Street Journal:

>>Is CyberKnife Ready for Prime Time in Prostate Cancer?

This morning’s Washington Post tells the tale of prostate cancer and CyberKnife, a $4 million machine designed to deliver high-dose, targeted radiation to kill tumors. Some hospitals that initially used the machine for brain and spinal tumors difficult to treat any other way are now using it to treat prostate cancer, which can be well treated by more conventional methods.

“This is really pushing the envelope,” Anthony Zietman, president-elect of the American Society for Therapeutic Radiology and Oncology (ASTRO) told the Post. “It might be as good and more convenient. It may be better and more convenient. But it could turn out to be a disaster. No one knows.”

---

comments section:

Prostate Cancer is a hihgly curale treatment if ofund early Seed implantation, surgery and external beam radiaton are tries and true treatments with thousands of patients treated and long term results known. The cyberknife has no proven track record and patients should be extremely cautious about the enthusiatic claims made by the owners of these machines. For example we are just learning now about the detrimental effects long term on patients who have external beam radiation The Cyberknife may be worse

Comment by Peter Grimm - November 28, 2008 at 10:10 am

I am a PhD physicist who worked with radiation effects for more than two decades. When diagnosed with early stage prostate cancer over a year ago, I rejected most radiation treatments based on that experience. After investigating the CyberKnife, it was a “no brainer” for me. The objections that I uncovered all appeared motivated by either uninformed fear or economic motivation. Follow-up after CyberKnife treatment has confirmed the efficacy of my decision. Comment by doug10 - November 29, 2008 at 2:19 pm

Experts Debate CyberKnife for Prostate Cancer

From the Washington Post:

>>But Georgetown, along with Virginia Hospital Center and others around the country, is now aggressively marketing the $4 million machine, known as the CyberKnife, for early prostate cancer, one of the most common cancers. That trend has sparked an intense debate about whether it represents an important advancement or the latest example of an expensive and potentially profitable new technology proliferating too soon.

While its advocates say the CyberKnife offers prostate cancer patients a safe and effective -- and much more convenient -- alternative to traditional radiation treatment, many experts fear that it could leave many men unnecessarily vulnerable to recurrences or potentially serious complications.

Nokia 5800 XpressMusic First Impressions

from Symbian-Guru.com:

>>In short, it has a great sensitivity level that is very adequate to regular taps, and I found myself not looking for the stylus to use it, even for typing: the 5800 was in my hands for a mere 30 minutes, and I was hammering the on-screen keyboards in no time. Tactile feedback was really nice, and not annoying like I imagined it would be. It’s a small vibration that you can only perceive if you focus on it, but when you forget about it, you find yourself unconsciously getting aware of the taps and the screen’s response, which is pretty cool.

CatholicTV® moves forward

WATERTOWN, MA (NOVEMBER 28, 2008) -

CatholicTV launched a new website today, appropriately dubbed “Your Catholic Broadband Network.” The site is an amazing collection of the video archives of the station along with a live Flash video stream powered by Internap and an array of the best of Catholic blog, podcasts and ‘viewer-generated” video..

Internap class action

Abraham, Fruchter & Twersky, LLP Files Class Action Lawsuit Against Internap Network Services Corp.
Friday November 14, 1:30 pm ET

NEW YORK, NY--(MARKET WIRE)--Nov 14, 2008 -- Abraham, Fruchter & Twersky, LLP has filed a class action lawsuit in the United States District Court for the Northern District of Georgia on behalf of investors of Internap Network Services Corp. ("Internap" or the "Company") (NasdaqGS:INAP - News) who purchased the publicly traded securities of Internap between March 28, 2007 and March 18, 2008, inclusive (the "Class Period"), seeking to pursue remedies under the Securities Exchange Act of 1934 (the "Exchange Act").

Here is the filing.

I need recommendations for a content delivery network

Content Delivery Network?

---

>>I need recommendations for a content delivery network, currently using Internap and looking for a new provider, any recommendations? Cheaper price if possible.

__________________
Nationhosts, LLC
http://www.nationhosts.com
"Nationwide hosting solutions"

>>Any specific requirements beyond price?

>>Pretty much the same as internap allows, using expression encoder and silverlight, we're also going to be using adjuggler for ad injection. I think monthly payments are around 1000 a month if I recall.

__________________
Nationhosts, LLC
http://www.nationhosts.com
"Nationwide hosting solutions"

Internap suffered power problems at its New York data center

from Data Center Knowledge:

>>Internap suffered power problems at its New York data center Sunday, leaving some customers offline for about two hours. The company informed customers that the downtime was related to a utility power outage that caused “a loss of connectivity to some equipment.”

Internap Reseller Account

Internap Reseller Account

---

Internap is now offering reseller accounts for CDN.

You can white label the console. Get full reporting and and easily use the system to generate invoices.

justonj@internap.com

TV's Interactive Future Arrives Today, Combining Social Media With Personal Control

SAN FRANCISCO, CA, Nov 21, 2008 (MARKET WIRE via COMTEX) --

Forget holograms, the next real video breakthrough is here from Internet video pioneers Revision3 and BitGravity. On November 21st at 6 p.m. EST, Revision3 will unveil a one of a kind episode of its hit show, providing a unique, interactive way for viewers to watch hosts Kevin Rose and Alex Albrecht discuss the week's top stories from Digg.com.

Using breakthrough technology from Internet video network BitGravity, fans will get to choose from five simultaneous and separate video streams, putting them in control of what they watch. Episode #177 -- "Your Diggnation Remix" -- will be available at http://www.revision3.com/remix.

"Diggnation was the first successful social video program featuring some of the top content voted on by the Digg community," said Jim Louderback, CEO, Revision3. "Now we're taking that to the next logical level, letting viewers control camera angles and other elements of the viewing experience. It's a brand new and revolutionary way to give our viewers even more control, and more ownership, of the programs they love."

Thomson Reuters - Equinix (AM1) ?

Date, Field, Old Value, New Value. 11/13/2008 13:31 Equinix Test Account (Equinix), Point of Interest, (none), Thomson Reuters. Network Termination Point, (none), Equinix (AM1). Connection Type, (none), Unknown.

link

360TCS Data Center Targets Financial Niche

from Data Center Knowledge:

>>360 Technical Center Solutions (360TCS) has opened a new data center in Lombard, Ill. and is focusing on providing high-density data center space to Chicago-area financial firms.

The growth of low latency trading has boosted business for providers like Equinix (EQIX) and Savvis (SVVS) in the New York and Chicago markets. Wolverine provides technology solutions for high-performance trading, including real-time market data feeds that enable algorithmic trading. The availability of these data feeds is a key step in attracting trading operations and building a financial ecosystem within a data center.

another CDN offering...

"Verizon is now positioned to offer content owners and video distributors a competitive choice in delivering their services to our broadband customers," said Marjorie Hsu, Verizon vice president for network technology. "With our new delivery capability, content owners will be drawn to our networks, and our customers will be the beneficiaries of a broad range of compelling content services."

In response to the burgeoning market for video and multimedia services over broadband, Verizon and Velocix have put commercial and technological arrangements in place to create a new-generation content delivery network (CDN) that benefits the operational models and strategic goals of both parties.

Velocix technology will be deployed in the Verizon backbone network to reinforce Verizon's network design, offering content owners and distributors a new, efficient pathway to Verizon customers. The Velocix platform expands beyond typical CDN features and also includes peer-to-peer (P2P) CDN capabilities to meet the needs of the rapidly evolving P2P-based media-distribution industry.

The new CDN will be used to distribute content that Verizon contracts for directly with content owners like movie studios, TV networks, video rental sites and entertainment services, and also to distribute content from content owners with which Velocix has agreements of its own - all at competitive speeds and costs. As a first step, Verizon has arranged for Velocix to begin delivering Starz Entertainment's Starz Play broadband entertainment service to Verizon broadband customers.

2010 Lexus RX 350 and 450h: Luxury Crossovers Get Mouse-like Haptic Controller: Live From the 2008 L.A. Auto Show

from the IV Mb, by cellodude:

2010 Lexus RX 350 and 450h: Luxury Crossovers Get Mouse-like Haptic Controller: Live From the 2008 L.A. Auto Show

The Lexus RX crossovers are celebrating an anniversary. It's been 10 years since the first generation Lexus crossovers hit the market and brought with them a wave of new carlike utility vehicles.

However, perhaps the biggest development is on the inside. Lexus has finally joined the haptic controller race with a new system called “Remote Touch.” This controller acts similarly to BMW's iDrive and Audi's MMI systems, but instead of a fixed knob that spins to run various vehicle functions, the Lexus system acts more like a more sophisticated computer mouse­—moving on multiple planes. It can also be programmed for different levels of feedback. We can't wait to test this new system.

The new RX 350 goes on sale in February with the RX 450h following in the spring. —Ben Stewart]

Seattle's GridNetworks launches "click-to-watch" Web video on Xbox, PS3

>>After spending two years building infrastructure for quickly delivering video over the Internet, Seattle's GridNetworks today is launching GridCast TV with several Web video sites.

GridCast adds a buttons to Web videos so people browsing at home can click "watch on TV" and have the video streamed across their home networks for playback on an Xbox 360, PlayStation3 or TVs with other systems for connecting to the Internet.

DuPont Fabros Halts Data Center Projects

from Data Center Knowledge:

>>Data center developer DuPont Fabros Technology (DFT) said today that it has halted construction at data center projects in New Jersey and Virginia after it failed to arrange additional financing. The company said talks to arrange $150 million in mezzanine debt recently ended after the lender revised its terms.

Internap, AS 22212, is expanding in Europe

from peeringdb.com:

Internap, AS 22212, is expanding in Europe and the U.S. and is actively seeking peers. Please contact us to discuss peering if our locations overlap.

STAY TUNED...

from CDN Evangelist:

>>I spent about an hour Monday on a conference call in an exclusive, confidential briefing concerning an announcement which I will be posting tomorrow morning. This post, concerning video streaming, is sure to rock the CDN space as we know it. The announcement will be posted at 8am ET so be sure to check back tomorrow!

Randy Cooper
Founder, CDN Evangelist

GRX Peering at Equinix (GPE)

GRX Peering at Equinix (GPE) is a resilient, fully-managed, Ethernet-based switching platform designed specifically for exchange of mobile Internet traffic. The service is available for all GRX operators and qualified customers that are colocated within the Equinix IBX that wish to exchange mobile Internet traffic with their peer of choice.

Port Speeds

Port	Bandwidth	Media
FastE	100Mbs	Cat5e
GigE	1000Mbs	Multimode or Singlemode

Features

• Redundant Infrastructure: Equinix provides GRX operators with fully redundant LAN infrastructure for improved service delivery.
• Private Bilateral Peering: Freedom to negotiate private peering arrangements without any restrictions.
• SLA: GPE service offers GRX Operators stringent SLAs with uptime guarantee of 99.99% for individual ports.
• VLAN Trunking Encapsulation: Trunking encapsulation can consolidate multiple physical links onto fewer VLAN trunk ports, thus increasing network efficiency.
• Dedicated GPE portal: – Full service transparency with access to port-level statistics on a dedicated portal for GPE.
  • Measures jitter, packet loss, service availability, and packet delay
  • Traffic utilization graphs
• Connections to the GPE fabric can be set up in a Single or Redundant Configurations.

Available at the following locations:

Ashburn, Silicon Valley, Holland (AMS-IX), Singapore

One Wilshire Building - Equinix

Q: I would like to add a port in Los Angeles, but we are only in One Wilshire. Are you in One Wilshire Building?

A: Yes, Equinix can provision ports to the Equinix-LA fabric from the One Wilshire Building.

Equinix Exchange - Peering in Europe

Equinix Exchange - Peering in Europe

As Equinix expands its global service offering across the US, Europe and Asia-Pacific, the company is committed to providing high-performance platforms for exchanging Internet traffic.

Equinix provides a convenient platform for network service providers, content companies and enterprises to execute peering relationships across the globe, resulting in enhanced services levels and lower connectivity costs. Additionally, Equinix partners with top-tier internet exchange operators in Europe.
Equinix Exchange

Through the Equinix Exchange service, customers operating within Equinix datacenters can directly connect to each other for traffic exchange via a convenient and flexible central switching fabric managed by Equinix. This streamlined connectivity improves end-to-end network performance, reducing latency and packet loss, as well as lowering overall IP transit costs.Equinix services are available in Paris and Zurich (Europe); Chicago, Dallas, Los Angeles, New York, Silicon Valley and Washington (North America); Singapore, Sydney and Tokyo (Asia Pacific).
Partner Exchanges

Partnerships with top-tier Internet exchanges will enable Equinix customers to scale their peering relationships to reduce costs and increase performance. This includes the DE-CIX in Frankfurt, the LINX in London and the AMS-IX in Amsterdam, as well as co-management of CIXP in Geneva and the ALP-IX in Munich

Services currently available in Amsterdam, Frankfurt, London, Paris, Geneva and Zurich (Europe); Chicago, Dallas, Los Angeles, New York, Silicon Valley and Washington (North America); Singapore, Sydney and Tokyo (Asia Pacific).


Equinix Exchange in Zurich

Equinix Exchange in Zurich (formerly the TIX) is the most important public internet exchange in Switzerland.

Offering a neutral peering location, the highest bandwidth available and the most cost-effective place to peer it is the most effective place to interconnect with ISP's in Switzerland. Operated across Equinix's primary Zurich datacentres, members access highly specified colocation space combined with interconnection infrastructure that enables them to connect and peer at speeds ranging from 10/100Mbps to multiples of 10Gbps.

The Zurich Exchange has more than 60 ISP members directly exchanging Internet traffic amongst each other, avoiding the need to routed traffic via other geographies - resulting in enhanced speed and reliability of network and content peering and a more robust end-user experience.

Together with CIXP in Geneva, the Zurich Equinix Exchange platform handles nearly 80% of the inner-Swiss Internet traffic. The service gives ISPs a direct path to almost all other ISPs active in the Swiss market and enables the most cost-effective transport of all multimedia traffic. It is the most important peering point in Switzerland with IPv4 and IPv6 peering mesh and hosting on one of the .CH ccTLD secondary Name Servers.
Features and Benefits

* Low access costs through unique location in the Telco heart of Zurich
* More than 30 carriers and ISP's within a 1 mile radius
* Highest number of carriers (13) with own fibre in house
* Carrier class facilities (diverse transformer feeds, online-UPS, Diesel Generator)
* ISP's are encouraged to make Equinix Exchange their POP in Zurich
* ISP's can offer all services to each other through dedicated lines
* Ideal location for placing of Voice/IP gateways with over 25 voice carriers switches directly connectable


Local support includes sales and technical support.


Equinix Exchange in Paris

Equinix expands popular service to Paris as more companies seek to utilize peering relationships to increase reliability and reduce costs of network traffic exchange.

Equinix launched its Equinix Exchange service in its Paris Saint-Denis datacentre in April 2008. The service enables networks, content companies and content delivery networks to peer through a central switching fabric managed by Equinix.

The site offers a total of 6,000m2 of highly specified datacentre space at this particularly well located site, as well as direct access to the more than 15 networks and 45 enterprises and content companies already operating within the site.
Features and Benefits

* Highest resilient peering fabric in Paris
* Equinix maintains a fully populated hot standby spare chassis
* Large Engineering staff with dedicated NOC and R&D staff
* Proven expertise based with deployed peering fabrics throughout the world
* Features such as a sFlow portal and the MLPE
* PA2 has the largest datacentre capacity in Paris
* PA2 has N+1 infrastructure design


Local support includes sales and technical support.


Partner Exchanges

Equinix interconnection and peering partnerships

Equinix will partner with top-tier Internet exchanges that have a well-served existing critical mass of high-quality Internet service providers and connected parties operating within their system. This will enable Equinix customers to scale their peering relationships to reduce costs and increase performance.

This includes the DE-CIX in Frankfurt, the LINX in London and the AMS-IX in Amsterdam, as well as co-operating the CIXP in Geneva with CERN.
Partner Exchanges - Amsterdam

Equinix and AMS-IX interconnection and peering partnership

The Amsterdam Internet Exchange (AMS-IX), the world's largest single metro area Internet exchange, will extend its peering fabric into Equinix's Amsterdam-1 (AM1). AMS-IX will establish a point-of-presence in Equinix's AM1 datacentre, which is scheduled to open in the third quarter of 2008.

Equinix customers will be able to directly exchange traffic, or .peer,. with AMS-IX's critical mass of diverse Internet service providers and high-quality traffic exchange participants to increase reliability, improve performance, and reduce the costs of network traffic exchange.

Equinix and AMS-IX are leaders in providing network-neutral platforms for the interconnection of enterprise, service provider and content company networks. Located in Amsterdam, AMS-IX is a non-profit, neutral and independent Internet exchange that currently connects over 290 international parties. AMS-IX is the largest European Internet Exchange measured by traffic volume. Equinix is the global interconnection and peering leader, serving the world's leading ISPs, broadband providers, international networks, content delivery networks, enterprises and major content providers.

"Our relationship with Equinix goes back several years, and we are pleased to now have a formal agreement where the aggregation of networks from each of our organizations can interconnect in the most efficient and reliable manner possible,. said Job Witteman, CEO of AMS-IX. .With the increasing need for businesses to exchange data across a wide variety of networks - from partners to customers to vendors -- this agreement between AMS-IX and Equinix will ensure additional options for rich interconnection across both of our respective network-neutral platforms."
Why connect to AMS-IX

* A cost effective means of exchanging traffic
* A large amount of parties to peer with
* The quality of service offered
* The neutrality and independence (i.e. being an Association)
* The geographical location
* The type of connected parties
* The range of ports and services offered
*


What do we offer?

AMS-IX is dedicated to offering professional non-blocking peering services over Ethernet infrastructure. There are no restrictions on utilization of the port. The platform is designed for continuous optimum performance using innovative technologies. AMS-IX is the first IX worldwide to use photonic switching in the core of the switching platform. Moreover it is the first exchange to offer 10GE peering services. AMS-IX has a very extensive IX service portfolio with ports from 10 Mbps to 10Gbps allowing both IPv4 and IPv6 including:

* Unicast peering VLAN - for regular IP peering all types of traffic - data & VoIP
* Multicast peering VLAN - especially useful for broadcasting streams
* Private Interconnects - between 2 members
* Closed User Groups - between 3 or more members
* GRX - the first global GPRS roaming exchange peering service (restricted)
* MDX - the first Mobile Data exchange peering service




Partner Exchanges - Frankfurt
Equinix and DE-CIX interconnection and peering partnership

In Germany Equinix has partnered with DE-CIX, the main exchange point for Internet services between international Internet service providers in Germany, central and eastern Europe.

Equinix customers will be able to directly exchange traffic, or “peer,“ with DE-CIX critical mass of diverse Internet service providers and high-quality traffic exchange participants to increase reliability, improve performance, and reduce the costs of network traffic exchange.

DE-CIX, the second largest European Internet Exchange according to traffic volume, currently connects over 200 international Internet Service Providers. Equinix and DE-CIX are proud to announce that they reached an agreement where Equinix' Frankfurt-2 facility will become a DE-CIX enabled site during the first half of 2008.

The site will provide datacentre services to telecommunications operators, Internet network providers and Internet service providers. The facility covers high available datacentre space with secured and lasting power supplies, air-conditioning, security and fire protection for power-intensive high-density installations.

“Equinix works with Internet providers and carriers around the world and we would like to welcome them to Frankfurt. This is a valuable addition to the telecommunications marketplace in Germany's Internet capital. A competitive datacenter market certainly helps to drive our business and we are glad to announce that Equinix's Frankfurt 2 facility will become a DE-CIX enabled site soon,“ says Harald Summa, Managing Director of DE-CIX.
Features and Benefits

* Centrally located right in the heart of Europe
* Second largest Internet exchange in the world
* Leading Internet exchange for Central and Eastern Europe
* State of the art Force10 switching platform
* 230+ participants
* 1.3 Tbps of connected capacity (Public Peering)
* 200+ Private Interconnects in service
* 200+ Gigabit-Ethernet ports
* 160+ 10Gigabit-Ethernet ports
* 100% uptime in 2007
* One Stop shopping
* Public peering service
* Private interconnects
* Router/Switch Colocation




Partner Exchanges - Geneva
CIXP co-operated by Equinix and CERN

CIXP (CERN Internet Exchange Point) is the largest Internet Exchange in French speaking Switzerland and the neighbouring region of France (Rhone-Alpes).

It is a carrier-neutral exchange, open to all Internet Service Providers (ISPs). Co-operated by CERN and Equinix, CIXP offers its services at two locations, at CERN (the world's largest particle physics laboratory and the birthplace of the Web) and at the Equinix datacenter in downtown Geneva (Centre de la Confederation). Its location - on the border between Switzerland and France and on crossroads between research and commercial traffic - make it highly attractive to both ISPs with a global and ISPs with a more regional focus.

Equinix has established Ethernet connectivity between the two CIXP locations, and between CIXP and the Equinix Exchange in Zurich. ISPs are able to interconnect and exchange IP traffic (.peer.) with members of both exchange points. Combined, CIXP and the Equinix Zurich Exchange handle nearly 80% of the inner-Swiss Internet traffic.

CIXP is a historical European Internet landmark through which the first pan-European Internet backbone and the first T1 connection to NSFnet were established in 1989 and 1990. It is also a founding member of Euro-IX, the association of European Internet Exchange Points.

Got plenty of (old logo) Equinix cards? (2)

Got plenty of (old logo) Equinix cards?

Equinix - Global Stats

Global Stats

T1R on Internap

Tier 1 Research:

>>Internap has had a weak start for the first half of 2008. Now that the ill winds of the economy are blowing through the tech sector, the question has been whether Internap will change its strategy or be sold in order to effect a turnaround. For now, the answer is .....

IMMR 10Q notes

from the iV MB, by cellodude:

>>Answers to some questions from 10-Q

Did IMMR buyback any shares? Yes.
[During the three months ended September 30, 2008, the Company repurchased 1.1 million shares for $7.2 million at an average cost of $6.50 through open market repurchases. During the nine months ended September 30, 2008, the Company repurchased 1.8 million shares for $13.4 million at an average cost of $7.31 through open market repurchases.]

Does the Sony Computer license settlement extend to Sony Ericsson? No.
[The license does not cover adult, foundry, medical, automotive, industrial, mobility, or gambling products.]

How's Logitech doing? Well.
[The increase in gaming royalties for the third quarter of 2008 compared to the similar period in 2007 was partly due to the increase in sales of new steering wheel products from Logitech.]

Does the MSFT patent agreement hurt IMMR? Yes.
[Additionally, Microsoft is now making touch-enabled wheels covered by its royalty-free, perpetual, irrevocable license to our worldwide portfolio of patents that could compete with our licensees’ current or future products for which we earn per unit royalties.]

Does increasing sales of VibeTonz phones really matter? Yes.
[Mobile device license and royalty revenue increased due to the shipment of additional VibeTonz enabled phones by our existing licensees. We expect mobility device and royalty revenue to be a significant component of our revenue as our technology is included in mobile phone handsets.]

Is IMMR prepared for Windows 7? No.
[In addition, Microsoft announced that its new product, Windows 7, will feature a new multi-touch input function, allowing users to use multiple fingers simultaneously to interact with touch surfaces. Enabling multi-location touch-feedback will require us to innovate on the hardware and software sides, enable Windows 7 API’s with multi-touch output support, and work with our licensees and third parties to integrate such features. There are feasibility risks both on the hardware and software sides, and may be potential delays in the revenue growth of haptically-enabled multi touch surfaces.]

Equinix peering: Participant Lists

Here.

peer with the Equinix Corporate network

Company Information
Company Name	Equinix Corp Network
Also Known As
Company Website	http://www.equinix.com
Primary ASN	14609
IRR Record
Network Type	Enterprise
Approx Prefixes
Traffic Levels	20-100Mbps
Traffic Ratios	Balanced
Geographic Scope	North America
Looking Glass URL
Route Server URL
Notes	When you peer with the Equinix Corporate network (AS14609) it includes the IBX Kiosk wireless network. When peering is established with AS14609 you will eliminate transit hops and latency between the IBX Kiosk wireless and your equipment in the IBX.

from peeringdb.com

Digital Realty Trust c.c.

Some highlights from DLR conference call (see Seeking Alpha transcripts):

>>Despite the challenging market conditions, overall we continue to see very attractive pricing and strong demand throughout our top markets, particularly for our Turn-Key Datacenter product. Demand for Datacenter space continues to be very healthy in our primary markets.

We continue to see significant lack of supply necessary to meet this demand and DLR remains one of the full Datacenter providers with the financial capacity and expertise to proactively build turnkey facilities.

In addition, we were able to capture previously unutilized space of 120,000 square feet from Qwest in our 350 East Cermak facility in Chicago in exchange for a substantial payment to DLR. We are redeploying this space as Turn-Key Datacenter to meet the demands from our tenants, including securities and commodity trading customers at the property. No other space is available at the building.

(Equinix has two data centers in the building)

Michael Foust

So this is related to Qwest, as I mentioned in my remarks, and at 350 Cermak in Chicago, it's maybe our most highest demand building, highest demand market, and we're out of space there.

William Marks - JMP Securities

On sectors of the economy, are there any areas where you're seeing a real slowdown in demand?

Michael Foust

Not really. It's interesting. Financial services continues to be a strong demand area - and that's very broadly, everything from commodities, security trading platforms to major Wall Street firms. We're seeing continued demand from the Internet sector, companies that are operating, companies like the Yahoo!s and Amazons and Facebooks of the world still need space.

And the system integrators and IT outsourcing companies are seeing a lot of demand, and I think, if you look at a lot of the analysis that's coming out of kind of the co-location, hosting, managed services sectors who are a lot of our customers, their businesses are doing quite well and they continue to see expansion for 2009.

David Aubuchon - Robert W. Baird & Co.

And then just one last question relative to an earlier question about just demand and whether or not it's falling off, are you seeing anything differentiating the international side of your business right now?

Michael Foust

I'd say no. Now, with that said, we've been very focused on London, Paris, Amsterdam, and we're seeing good demand in all those markets. I would say in London there was probably a little bit of a slowdown in interest from financial services, but growing interest from kind of corporate, major corporates and system integrators easily taking place. And now we've got financial services coming back and showing interest again.

A lot of interest from network providers, content delivery, corporates, system integrators, folks like IBM. We recently did a lease with them in Paris for their corporate customers. It seems more broadly based in terms of different industry verticals than maybe it was even a year ago.

DuPont Fabros Technology - in need of additional funding...

from Data Center Knowledge

>>DuPont Fabros Technology (DFT) is seeking additional funding to complete construction on major data center projects in New Jersey and northern Virginia. The company said today that it is negotiating a $150 million loan with a large pension fund, and hopes to complete the funding by the end of 2008. In the meantime, DuPont Fabros has suspended its fourth quarter dividend to preserve capital.

Rackspace - looking for “opportunistic investments”

from Data Center Knowledge: (a similar opportunity was mentioned as a possibility by Equinix in their conference call)

>>Rackspace Hosting (RAX) is reducing its planned capital spending on data centers because it believes it will be able to buy or lease a facility for less than it would cost to build one of its own. CEO Lanham Napier said the company, which has $260 million in cash, is focused on “opportunistic investments.”

Carpathia Hosting - Equinix Ashburn - 20,000 Mbit/sec

Company Name	Carpathia Hosting
Also Known As	CIRN
Company Website	http://www.cirn.net
Primary ASN	29748
IRR Record	AS-CARPATHIA
Network Type	NSP
Approx Prefixes	30
Traffic Levels	50-100 Gbps
Traffic Ratios	Heavy Outbound
Geographic Scope	Global
Looking Glass URL
Route Server URL
Notes	Operating 29748 in Ashburn, 26978 in Phoenix. Aside from many other customers, AS29748 carries a very large quantity of traffic for megaupload.com. if you run an eyeball network that is probably why you are reading this.

Job opening lists companies IMMR would like to license in North America

from the iV MB, post by cellodude:

>>Job opening lists companies IMMR would like to license in North America11/4/08

Careers

Business Development - Mobility
Location:	San Jose, CA
Job Code:	2008-51
# of openings:	1
Description
We currently have a Business Development position available in our Mobility group. This person will be responsible for leading IMMR’s Mobility business development activities with respect to the major: 1) OEMs (Motorola, RIM, Apple, Kyocera); 2) OS/Platform providers (Microsoft, Google, TI, QCOM, Java); 3) Wireless carriers (AT&T, Verizon, Sprint, TMobile, Leap and MetroPCS); and 4) Gaming Developers (EA Mobility, Glu, I-Play, Digital Chocolate, HandsOn, THQ and Disney) in North America. This person’s primary objectives is to sell/license IMMR’s solution to the NA OEMs; integrate and entangle the IMMR solution with the OS/Platform provider’s solutions; persuade/cause the major wireless carriers to specify IMMR’s Mobility solution as a must have requirement in the handsets they purchase from their OEM handset vendors; and sell/license IMMR’s content enhancement tools to the game developers. The primary measure of success for this position will be the revenue derived from the above objectives.

Real-Time Election-Night Viewing at uWink - Nolan Bushnell's Newest Restaurant

uWink is a new restaurant experience from Nolan Bushnell, founder and former CEO of Atari and Chuck E. Cheese. uWink is a social entertainment eatery where guests can order their food, drinks and media (think games, movie trailers, horoscopes and other media candy) via touch screens located at their table.

On Tuesday, Nov. 4, 2008, uWink is turning the entire restaurant into election headquarters by showing election coverage on all of its 20 larger-than-life projector screens.

Terremark: credit crunch scuttled potential sale

from Data Center Knowledge

>>Terremark Worldwide (TMRK) said late today that a potential sale of the company was derailed by the credit crisis. The Miami-based colocation and managed hosting specialist said it received an unsolicited takeover offer in April, and worked on a potential deal through mid-September, when the Terremark board cited problems in the credit markets in its decision to halt efforts to sell the company.

The Data Center Investor

Great initiative by Data Center Knowledge:

>>Today we launch our Data Center Investor channel, which brings together our quarterly and yearly stock performance charts, along with our updates of how the sector is affected by eventful market movements.

Remember to track our Data Center Investor channel for performance updates on data center companies.

Tier1 Research: Global Multi-Tenant Internet Datacenter Market Shows Remarkable Growth as Datacenter Demand Exceeds Supply

from T1R press release:

>>NEW YORK - (Business Wire)

A new report by Tier1 Research finds that the global multi-tenant datacenter market has shown remarkable growth in the past 12 months. Demand is up 14% on a global basis, while supply is up only 6%, exacerbating an already lopsided supply/demand curve.

T1R analysts found that several factors are contributing to this demand, including the extremely high cost of datacenter construction, specialized skill sets, aging of existing enterprise datacenters and, especially, the primacy of the Internet as a vehicle for service and application delivery. While demand growth may be slightly depressed in 2009 due to larger macroeconomic factors – particularly in specific markets – demand is expected to rebound strongly as the economy recovers, surpassing current levels significantly. Even during the slowdown, the inability of enterprises to build their own datacenters will outweigh any impact from decreased IT spending.

"The recovery of the economy from the current slowdown will likely result in a temporary exacerbation of price increases, as demand will grow significantly faster than supply during the first 12 months of a recovery. This is due to the datacenter construction cycle, which varies from nine months (for a phased expansion) to 18 months (for a greenfield build). Demand, of course, has no built-in delay, which will likely cause the sort of cross-market price increases seen during 2005,” said Jeff Paschke. “It should be noted that in addition to the normal increase in IT spending associated with a recovery, there has been considerable speculation concerning Internet traffic increases in the 2011-2012 time frame, which will have a complementary impact on datacenter demand.”

Navisite - AJE

Among NAVI's "hidden" assets, AJE. A look at traffic, recently:

from www.compete.com.

Ads are now shown all over the site, with special offers for Companies planning posting job searches.

Hard, however, to foresee a sale of this asset in this climate...

DuPont Fabros Halts Santa Clara Project

from Data Center Knowledge:

>>DuPont Fabros Technology (DFT) has halted development of a major data center in Santa Clara, CFalif, citing capital constraints after it was able to borrow less than it hoped to fund the project, the company said today.

...

DuPont Fabros said it will use the $100 million to continue developing a data center project in Piscataway, New Jersey and its ACC5 facility in Ashburn, suggesting that it sees stronger demand in those markets than in Santa Clara, where Digital Realty Trust (DLR), Equinix (EQIX) and Terremark (TMRK) also are developing new data center space. A wave of layoffs at Silicon Valley startups reflects a belt-tightening in the market, which has been among the most active in the country.

Cyberknife - From Wikipedia, the free encyclopedia

CyberKnife is the name of a frameless robotic radiosurgery system invented by John R. Adler, a Stanford University Professor of Neurosurgery and Radiation Oncology. The two main elements of the CyberKnife are (1) the radiation produced from a small linear particle accelerator and (2) a robotic arm which allows the energy to be directed at any part of the body from any direction.

link

NAVI - Form 10-K could not be filed within the prescribed period

Navisite's conference call, on Monday, will be quite interesting...

The registrant has substantially completed its Form 10-K for the fiscal year ended July 31, 2008. The registrant’s Form 10-K could not be filed within the prescribed period as the registrant has just completed an amendment and waiver to its senior secured credit agreement, the completion of which waived violations of certain covenants as of the fiscal year end and modified certain covenants going forward. Such amendment and waiver will affect the financial statements of the registrant that are to be included in the Form 10-K and the registrant needs additional time to incorporate the amendment and waiver into the financial statements of the registrant. The registrant’s Form 10-K for the fiscal year ended July 31, 2008 will be filed on or before the fifteenth calendar day following the prescribed due date.

Navisite credit facility

Equinix Chicago Data Center Wins American Institute of Architects Design Award

Foster City, CA – October 27, 2008 –

Equinix, Inc. (Nasdaq: EQIX), a provider of global data center services, today announced that the company’s Chicago 3 International Business Exchange (IBX®) data center has won an award in the Distinguished Building category of the Design Excellence Awards presented by the Chicago chapter of the American Institute of Architects (AIA Chicago). The 2008 winners of the awards, selected from a field of 379 entries by a jury of distinguished architects from around the country, are being honored for outstanding work in the areas of distinguished building, interior architecture, sustainable design, and architectural detail.

The center, located in Elk Grove Village, IL, is one of the largest stand alone data centers in the Chicago area and is the size of four football fields. It serves as a critical hub in the infrastructure of the Internet, providing a high-performance, high-security location where Internet and corporate networks interconnect with each other.

The architect for the project was Sheehan Partners, Ltd. a Chicago based architecture firm that specializes in technically challenging projects such as data centers, trading floors and other mission critical facilities. Blair Kamin, the architecture critic at the Chicago Tribune, said of the design, “It elevates that usually anonymous building type with an artful contrast of blunt concrete walls and inviting protrusions of glass. In picking it, the jurors were sending the right message: Good design can happen where you least expect it.”

This is the 53rd year in which AIA Chicago has recognized the achievements of architecture professionals with the Design Excellence Awards. Founded in 1869, AIA Chicago represents over 3,000 licensed architects, architectural interns and allied professionals in northeastern Illinois. AIA Chicago is the second largest AIA chapter in the nation.

Internap is expanding and seeking peers.

Company Information
Company Name	Internap
Also Known As	Internap Network Services
Company Website	http://www.internap.com/
Primary ASN	22212
IRR Record	AS-INTERNAP
Network Type	NSP
Approx Prefixes	3500
Traffic Levels	50-100 Gbps
Traffic Ratios	Balanced
Geographic Scope	North America
Looking Glass URL
Route Server URL
Notes	Internap, AS 22212, is expanding and seeking peers. Please contact us to discuss peering if our locations overlap.
Protocols Supported	Unicast IPv4 Multicast IPv6
Date Last Updated	2008-10-29 18:15:10 UTC

Public Peering Exchange Points
Exchange Point Name	ASN	IP Address	Mbit/sec
Any2 LAX and SJC	22212	206.223.143.88	1000
Equinix Ashburn	22212	206.223.115.129	10000
Equinix Chicago	22212	206.223.119.103	1000
Equinix Los Angeles	22212	206.223.123.29	1000
Equinix Newark	22212	206.223.131.52	1000
Equinix San Jose	22212	206.223.116.134	10000
NOTA	22212	198.32.124.129	1000
NYIIX	22212	198.32.160.185	1000
SIX	22212	198.32.180.41	1000

Private Peering Facilities
Facility Name	ASN	City	Country	SONET	Ethr	ATM
Equinix Ashburn (DC1-DC4)	22212	Ashburn	US
Equinix Chicago (CH1/CH2)	22212	Chicago	US
Equinix Los Angeles (LA1)	22212	Los Angeles	US
Equinix San Jose (SV1)	22212	San Jose	US
Telx/NYCC (111 8th MMR)	22212	New York	US
Terremark Miami	22212	Miami	US
Westin Building Seattle	22212	Seattle	US

SoftLayer Technologies, Inc. peering

Company Information
Company Name	SoftLayer Technologies, Inc.
Also Known As
Company Website	http://www.softlayer.com
Primary ASN	36351
IRR Record	MAINT-AS36351
Network Type	Content
Approx Prefixes	25
Traffic Levels	20-50 Gbps
Traffic Ratios	Heavy Outbound
Geographic Scope	North America

Public Peering Exchange Points
Exchange Point Name	ASN	IP Address	Mbit/sec
Equinix Ashburn	36351		10000
Equinix Dallas	36351		10000
SIX	36351		10000

Private Peering Facilities
Facility Name	ASN	City	Country	SONET	Ethr	ATM
Equinix Ashburn (DC1-DC4)	36351	Ashburn	US
Equinix Dallas (DA1)	36351	Dallas	US
Westin Building Seattle	36351	Seattle	US

AboveNet Completes IP Backbone Upgrade Across Europe

LONDON, October 27 /PRNewswire/ --

AboveNet Communications UK Ltd., a leading provider of fibre optic and IP transit connectivity solutions, today announced its customers will now be able to enjoy a faster, higher performance IP network connection in key European cities, with AboveNet's recently upgraded network routers. To meet demands for high bandwidth IP transit and VPN services, AboveNet has recently deployed Juniper MX960s in its European network in Paris, Frankfurt and Amsterdam.

Placing its routers in Equinix and Telehouse2 in Paris, Equinix2 and Interxion5 in Frankfurt and adding devices in NIKHEF and Telecity1 in Amsterdam, AboveNet has ensured its European backbone offers a fully resilient network for customers to take IP transit and IP or Ethernet VPN services. As one of most advanced routing hardware platforms available today, the Juniper's MX960s are 40G ready with each device capable of supporting 960 Gbps of capacity. As a result, customers have access to a robust, high performance platform which has the capacity to satisfy bandwidth needs now and well into the future.

AboveNet's European IP transit network upgrade coincides with the deployment of the new Juniper MX960 and core T640 routers in the U.S. earlier this year. These efforts, combined with last year's London T640 core router upgrade, mean AboveNet customers can now benefit from an all-Juniper backbone network, comprising one of the industry's largest capacity Ethernet platforms. This technology, coupled with AboveNet's proven experience and expertise in building and operating its best-in-class IP network, allow AboveNet to deliver its customers premium quality services.

"With the world's growing demand for quality IP connectivity and the increasing uptake of Ethernet VPN services, we have made this investment for the long term benefit of our customers. Simultaneously, this demonstrates AboveNet's commitment to the ongoing development and evolution of our core network infrastructure," said Steve Potts, AboveNet's sales engineering and networks director.

Equinix 3Q 2008 results: Vade Retro, Recession

Equinix reported 3Q 2008 results on October 22 (see Seeking Alpha conference call transcript)

Numbers were, once more, very solid, and the Company also introduced revenue guidance for 2009, forecasted between $870 and $892 million, an approximately 25% increase, at midpoint, on 2008 (giving for granted the Company will achieve its 2008 target).

Going through some of Equinix 3Q metrics:

• Net cabinet increase (in the USA and Asia) in the quarter was 1,250, compared with 1,600 and 1,500 in the 2Q and 1Q 2008, respectively;

• Cash gross margins remained at 62%, ahead of expectations. Examining the numbers by geographic region, cash gross margins improved in Europe (49%) and Asia (59%), while the USA number decreased to a still very healthy 67%;

• Churn (excluding the European region, whose metrics are still not included in many data used by the Company) remained at 2%, in line with expectations;

• 10 Gigabytes per second Ethernet ports jumped to 155, a 41 unit increase, compared with 12 and 15 ports added in the 2Q and 1Q, respectively (more comments later, on this interesting datum);

• MMR per salable cabinet increased to $ 1,654, compared with 1,650 and $ 1,603 in the 2Q and 1Q 2008, respectively (also these numbers exclude the European operations, and are impacted by the exchange rate as to the Asian contribution);

• 178 new customers in the quarter, compared with 144 and 160 in the 2Q and 1Q 2008, respectively (bringing total customers to 2,228, excluding some smaller accounts inherited with the Virtu acquisition in Holland);

• Completed on-schedule the forecasted expansions in Amsterdam (new presence in that key European market), Frankfurt and Hong Kong;

• Announced new expansions in London and Singapore, that add up to the previously announced expansion in Paris (see Equinix press release dated October 6)

The first comments to the conference call were mostly positive. For example, Tier 1 Research, in their daily newsletter, reported: “ Equinix's earnings call this week was a breath of fresh air for those of us who know that the Internet infrastructure sector is fundamentally strong”, and Rob Powel, in his Telecom Rumblings blog post added: “the results were as muscular as past quarters”.

Other analysts, like Oppenheimer's Srinivas Anantha, called the Company “a Safe Port in the Storm”.

In his opening remarks, Stephen M. Smith talked about the reasons for this outstanding result and the positive 2009 outlook (from the Seeking Alpha 3Q 2008 conference call transcript):

• “Other leading indicators such as pricing, churn, receivables and customer satisfaction continue to point in the right direction. As we talk to customers about their own planning for 2009, responses range from a strong view that they will need to continue to grow with us to some level of uncertainty in their budget process as next year unfolds. In all cases it is very clear that our services are not considered to be discretionary spending but are actually essential to their operations.”

Just a few notes as further comment to Equinix results:

the strong increase in 10 Gigabytes per second Ethernet ports confirms that Equinix has become THE hub, especially in the USA, for content providers and networks exchanging a strong flow of data (and the recent increase in video usage on the Internet is a strong driver for these numbers). Several new customers do join the Equinix GigE Exchange for their peering needs and often choose a 10 Giga port as a start (I may mention The Planet as an interesting customer added recently, and remind that this interconnection business is a high margin operation for the Company, with up to 90% margins);

during the call, the Company has further clarified its position related to the interconnection business in Europe (that accounts for a thin 3,8% of its revenues, right now, while the same service represents 9,5% and 18,9% in Asia and USA, respectively):

Stephen M. Smith

I think as we develop and position the total interconnection offering and bring Equinix in to full fold in Europe, we’re going to see the opportunity – we’re charging for cross connect now, we’ve got ourselves set up with our arrangements with LINX and AMS-IX and DE-CIX.

...

We are now starting to charge, I think we’re charging the equivalent of I want to say $100 for cross connects kind of US dollar kind of range, when that market wasn’t even doing that before. We’ve got activity in the pipeline today across all the regions in Europe so we’re starting to see it show up in the pipeline. We’ve got a couple markets as I mentioned in London where we’re actually harnessing off space just to aim at getting the interconnection business going.

Rodney Ratliff - Stanford Group Company

Well, you yourself said that that was a paradigm shift for Europe.

Stephen M. Smith

Yes. [IXEurope] didn’t spend a lot of time and didn’t focus. They were selling medium and large side suites. Now most of the centers in Europe have that and shared colo space set ups. So the model’s in place. We’ve got a leader in region now that’s very familiar with the model. The team is very excited about it and it’s starting to take hold. It’s going to take a while to get meaningful margin improvement but we are going to start seeing it. Eric Schwartz is held accountable to go figure that out.

Equinix forecasted expansion for 2009 and 2010 has been fine-tuned for most markets, and it is important to underline that it is fully funded, so that, while the Company might benefit from picking up distressed assets from other competitors who might find it hard, in this economic climate, to finance their activity, Equinix will not necessarily need to tap the capital markets for its growth initiatives (and the forecasted 2009 expansion Capex includes a $ 50 million allowance for further investments).

Here is a short summary of the next openings:

• 4Q 2008: + 1,100 cabinets (450 in Singapore and 650 in Sydney)
• 1Q 2009 + 900 cabinets (300 in New York and 600 in Amsterdam)
• 2Q 2009 + 2,900 cabinets (800 in L.A., 800 in New York and 1,300 in Paris)
• 3Q 2009 + 700 cabinets in Singapore
• 4Q 2009
• 1Q 2010 + 1,400 cabinets in London

(the new L.A. Data center has shifted the availability of 900 cabinets for future needs).

While every new opening will impact Equinix results in the short term (the costs of staffing and running the new centers do come ahead of the benefits from their revenues), Equinix has always been careful in shifting any possible cost as close to the opening as possible, as shown by this recent agreement with Digital Realty for the Paris data center:

“No rent shall be payable before the end of sixth (6th) month of the term of the Lease, or March 31, 2009. “

In a few words, another solid quarter and a positive outlook for 2009, while the Company is continuing in its consistent execution.

As a curiousity, if you visit the Equinix site you'll notice the new logo and corporate image.

A NEW EQUINIX EXPERIENCE

Equinix launches new brand identity.

Interconnect Exchange Europe Srl

it looks like Interconnect Exchange Europe Srl - Italy (the Italian subsidiary of IXEurope) has been closed, as it is not mentioned in the latest 10Q.

I feel better, no expansion foreseen here... ;-)