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... ;-)

The New York Times Readies HD Online Video Channel As Part of New Brightcove Implementation

from Beet.TV:

>>The New York Times has launched a new HD-format video player with a 16:9 wide-screen frame. Other new features include a redesigned video library, a "Most Viewed" rank, and tools to share videos to social sites like Facebook and Digg.

The new video player is from Brightcove, the Boston-based video services company. Previously, The Times streamed its video using The FeedRoom.

This is the first newspaper implementation of Brightcove 3, the company's new publishing solution. With the technology, The Times has the capability to stream video at DVD-quality of 1.5 megabits per second and higher.

Equinix earnings aftermath: Where does it go from here?

from Tier1 Research:

>>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. Demand is strong in all major markets, including those T1R might have suspected would see immediate weakness, like the New York city metro.

On a different subject, this is also very interesting:

>>Distressed datacenter assets - are there bargains to be found?

Nothing gets T1R's heart beating faster than the prospect of a bargain. So when T1R heard that there were 'distressed assets' to be had from the various failed financial institutions (Countrywide Financial Corp, Bear Stearns, Lehman Brothers, et al.), we were very interested. Which assets, in particular? Distressed datacenter assets, .....

Euro-IX Launches Euro 35,000 Film Competition to Tell the Story of the Internet

The film-competition is a collaborative initiative of Euro-IX members and patrons and is funded by the following main contributors: AMS-IX, DE-CIX, Equinix, JPNAP, RIPE NCC and Cisco. The competition is also supported by the following other exchanges: FICIX, NIX.CZ, VIX and NetNod.

"Equinix is always looking for new ways to help the public understand the role that internet exchanges play in the operation of the Internet," comments Eric Schwartz, President of Equinix in Europe. "We are excited about being involved with this project and we are looking forward to seeing how the film makers interpret and define the workings of the Internet".

To learn more about the competition, please visit the Euro-IX film competition website http://www.euro-ix.net/film .

BitGravity Strikes Deal With SpaceX to Stream the Stars

The video content delivery network BitGravity has landed a deal with Silicon Valley, space transportation venture SpaceX to livestream upcoming launches of its rockets from a camera attached to the outside of the vehicles.

While the tech community struggles with the financial frenzy, the year-old CDN is looking up, literally.

“We’re streaming, and they’re launching rockets. It’s kind of interesting to see that happen while massive budgets from other countries are involved doing this, and we’re just a couple of startup companies,” said BitGravity co-founder and CTO Barrett Lyon.

1 Review for Navisite S. Jose data center

Standard run of the mill datacenter with a low power to space density. You'll see a lot of cabinets and racks only partly populated as computing hardware has gotten smaller, more powerful and electricity hungry. The quirk about this place is the guards follow you everywhere until they open your area, then you're free to roam the place. If you have a large computing deployment, it won't have much room for growth, otherwise if you have small co-location needs, it's an adequate facility. 3.5 stars.

Italy leads in robot surgery

(ANSA) - Rome, October 21 - Italy leads Europe in robot surgery and is well on the way to performing the bulk of its cancer operations with robots, experts said Tuesday.

Robot surgery was performed in 29 Italian hospitals last year compared to 18 French hospitals, 13 German ones and nine British ones.

Italy is second in this field only to the United States.

The high precision and wound-reducing accuracy guaranteed by robots is increasingly essential to cancer surgery, the national congress of the Italian Surgical Society was told.

''Robotic surgery permits operations of the utmost complexity with a mini-invasive approach, minimal blood loss and a swift and less painful recovery,'' said Luciano Casciola, head of surgery at Spoleto's San Matteo Hospital.

He said this had ''significant advantages'' for cancer patients who typically have to start chemotherapy as quickly as possible after surgery. There are also notable advantages in terms of lower stress for surgeons who sit down and look at monitors while they operate the robot's mini-scalpels.

''They get much less tired. There is a significant pay-off in terms of risk management,'' Casciola said.

One of the cutting-edge tools at the disposal of Italian cancer surgeons, Casciola observed, was the so-called CyberKnife, a robotic cutter with a tiny radiation gun incorporated.

The special knife enables cancer cells to be blasted in inaccessible parts of the body without harming the healthy cells that surround them.

Most brain and spine tumours will be removed in this way in the future, Casciola said.

Equinix UK

Company Information
Company Name	Equinix UK
Also Known As	IXEurope UK
Company Website	http://www.eu.equinix.com

Public Peering Exchange Points
Exchange Point Name	ASN	IP Address	Mbit/sec
Equinix Newark	21371	206.223.131.9	1000
Equinix Newark	21371	2001:504:0:6::2:1371:1	1000
LINX	21371	2001:7F8:4:1::537B:1	1000
LINX	21371	195.66.224.187	1000
LINX	21371	2001:7F8:4::537B:1	1000
LINX	21371	195.66.226.187	1000
LONAP	21371	t.b.c.	1000

Private Peering Facilities
Facility Name	ASN	City	Country	SONET	Ethr	ATM
Equinix Amsterdam AM1	21371	Amsterdam	NL
Equinix Heathrow	21371	West Drayton	UK
Equinix London (Park Royal)	21371	London	UK
Equinix London City	21371	London	UK
Equinix Secaucus (NY2)	21371	Secaucus	US
Equinix Slough	21371	Slough	UK
Telehouse London (Docklands North)	21371	London	UK

PacketExchange Launches Global Network Services in Singapore

PacketExchange expands Asian footprint to satisfy growing demands for global connectivity

CNX2 Frankfurt, Germany- October 21, 2008 – PacketExchange, leading global provider of private network services with internet economics, today announces the expansion of its global network with its launch of services at Equinix Singapore Internet Business Exchange (IBX®) located at 20 Ayer Rajah Crescent, Singapore. The move was spurred by the growing trend in Asia of Software as a Service (SaaS) and cloud computing and the associated need for high-quality global connectivity into and out of the region.

As part of the service launch, PacketExchange is inviting existing Singapore IBX customers to plug into its network with a single Ethernet port to gain immediate access to a range of dedicated network services including Global Ethernet, Global Peering, Application Delivery or Content Delivery network services, and Dedicated Internet Access with multi-homed access to multiple Tier 1 IP transit backbones.

PacketExchange’s global network consists of a redundant mesh of dedicated wavelengths and layer-2 MPLS/VPLS technology to ensure low latency, near-zero packet loss and near-zero jitter, offering a fast, reliable and cost-effective alternative to the public Internet. Through carefully managed Quality of Service (QoS), PacketExchange’s global private network supports today’s most demanding applications such as digital media production, high-definition video, telepresence and cloud computing, while making private network security and guaranteed performance economical for organizations both large and small.
“The rapid growth of demand in Asia for cloud computing and Software as a Service is the primary driver for this expansion,” states Chuck Stormon, CMO of PacketExchange. “This deployment will enable our existing and new customers in Singapore and the surrounding region to connect direct with digital trading partners around the world.”

As part of the launch, Singapore IBX customers will benefit from exclusive access to eXpress™, PacketExchange’s revolutionary Global Peering service, extending private peering to over 120 members’ networks in and near its 44 points of presence worldwide.

T1R Insight: Equinix Q2 preview and the interconnection name game

from Tier 1 Research daily newsletter:

>With Equinix's earnings coming out tomorrow, T1R has leveraged our usual network of customers, observers, competitors and generally sneaky individuals to get an idea of what we should expect. From what we're hearing, the news on Wednesday should be good for Equinix – colocation demand has stayed strong throughout Q2 .....

on a personal note, I do expect a good quarter, but also that revenues from Asia Pacific and Europe, while strong, might get an impact when converted into US$ because of the exchange rate.

As readers might have noticed, I have little time for the blog at the moment, and will not be doing a Q2 preview. Things will hopefully improve soon... :-)

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