from the IV MB, by yyy60:
>>** This news is bullish. It said "the opening of this representative of the official opening of the Chinese market".
http://money.chinatimes.com/newmoney/realtime/newscontent.aspx?NewsSN=000301001080
** translated from Chinese **
2011-03-01 14:47 Times News (Taiwan)
People's Liberation Army 302 Hospital in Beijing the whole of China's first fourth-generation CyberKnife Cancer Center opened in the end of February, KY plant Emerging medical material holding together the rich medical (4745).
Said the product of its agents, Chinese PLA 302 Hospital is the only three A-level infectious disease, liver disease hospital, the opening of this representative of the official opening of the Chinese market, with symbolic significance and will actively enter the country more than a thousand The top three hospital market, is expected this year, agency business from tumor equipment accounted for 7% of revenue last year, jumped 2-3 in one fell swoop into.
Friday, March 4, 2011
Talk with Steve Kingsley-Jones about the company's new MOTIV haptic development platform
from www.electronicproducts.com
Talk with Steve Kingsley-Jones, Director of Product Management, about the company's new MOTIV haptic development platform
Talk with Steve Kingsley-Jones, Director of Product Management, about the company's new MOTIV haptic development platform
Sunday, February 27, 2011
Equinix ups the stakes with compliance for co-lo customers
from itknowledgeexchange.techtarget.com:
>>Equinix has been fairly strict in the past about remaining vendor-neutral as a data center floor space provider. It doesn’t push customers onto particular hardware or management systems (beyond racks and power); just pitches its expertise as interconnection and reliability. But with Carpathia’s compliance tools and advanced virtualized networking capabilities, it’s definitely moving beyond floor space. Equinix says the initial target is highly regulated, ‘complex compliancy’ verticals like Federal IT and health care providers, which is what Carpathia specializes in. The company added that customers are asking for this.
>>Equinix has been fairly strict in the past about remaining vendor-neutral as a data center floor space provider. It doesn’t push customers onto particular hardware or management systems (beyond racks and power); just pitches its expertise as interconnection and reliability. But with Carpathia’s compliance tools and advanced virtualized networking capabilities, it’s definitely moving beyond floor space. Equinix says the initial target is highly regulated, ‘complex compliancy’ verticals like Federal IT and health care providers, which is what Carpathia specializes in. The company added that customers are asking for this.
Wednesday, February 23, 2011
Immersion Corporation: New License Agreements and New Products Launched at Mobile World Congress 2011
A couple of press releases recently issued by the company, and some indirect confirmation of new products, launched at MWC 2011, that will contribute to its future royalty stream make it probably useful to update our readers about Immersion Corporation's (IMMR) latest developments.
On February 11, Immersion announced a licensing agreement with Bayer MaterialScience AG, a haptics technology provider with its affiliate Artificial Muscle.
Artificial Muscle describes itself as a manufacturer of actuator and sensing components based on a proprietary platform called Electroactive Polymer Artificial Muscle (EPAM). EPAM technology offers, according to the company, significant advantages over traditional technologies used to provide movement.
Here is a quote from their presentation:
AMI's high fidelity haptics recreate those extreme sensations and many in between to deliver the 'real feel.' As a result, Reflex brings interest and excitement to any electronic device. When tactile feedback provides guidance, web browsing and menu navigation becomes more intuitive. Games are more stimulating when Bayfol Reflex™ effectively integrates sight, sound and touch. Depending on how you apply Bayfol Reflex™, the smooth glass touchscreen feels like keys on a keyboard or coarse sand paper.
On several occasions, Immersion's management team has been asked if there is any kind of competition for its IP. The company has always addressed this question saying that “no haptic” is the only real choice that customers are facing if they want to integrate a decent haptic effect into their products – a way to say that there is no other real competitor in the market.
Artificial Muscle was probably one of the new players emerging in the market behind these questions. This license agreement seems to confirm that Immersion's IP is needed to support their technology proposal, and bodes well for other similar situations.
Yesterday, Immersion announced that Alps Electric Co., a leading global components manufacturer, has extended and expanded its license to Immersions TouchSense haptics technology. The license was due to expire in 2012, and has now been extended through 2016, with a broadened coverage.
Alps is a premier supplier of automotive systems to some of the world's most important automotive brands. It is interesting that the previous agreement wa due to expiry exactly at the time when Visteon Corporation (VC) plans to introduce its haptic control panels, also licensed from Immersion.
Immersion's business model, based on royalties deriving from the sale of products incorporating its technology, makes it necessary to track any new development from its major partner. It is reassuring to notice that even the latest MWC, held in Barcelona, seems to bode well for the future.
Immersion Corporation recently updated its partner news page, whose read is always an interesting way to get an insight into of the launch of new products.
As Mobile World Congress 2011 recently came to an end, there are several new haptic phones/tablets that deserve being mentioned and whose success might positively impact Immersion's future revenues.
Let's have a look at some of these partners' product launches, after reminding our readers that royalties are reported in the following quarter after a product has been sold/shipped, so that if you are trying to model the impact on revenues of a new device, it is safe to add at least a quarter to its official launch date.
Samsung (SSNLF.PK) introduced at least two products that were positively received at MWC: the Samsung Galaxy Tab 10.1 and the new Galaxy S II phone.
Here are some of the articles quoted by Immersion, starting with fonehome UK, that describes the new Tablet as an “iPad beater”:
Make no mistake – Samsung is gunning for Apple. As well as unveiling an iPhone beater in the Samsung Galaxy S II, it’s also taking aim at the iPad with the new Samsung Galaxy Tab 10.1.
The Samsung Galaxy Tab 10.1 benefits from a 10.1-inch touchscreen, differentiating itself from the 7-inch Samsung Galaxy Tab and granting a useful half-an-inch (almost) extra screen space over the iPad.
In the land of the tablet, the screen is king – even more so than on smartphone. Hence the Samsung Galaxy Tab 10.1’s bigger screen is a major plus point in its fight against the iPad.
Engadget has also a very complete review of the device, including a nice video. We also get some information about the product launch:
Samsung says the 10.1 will be launching in March in both Asia and Europe -- Vodafone will be the first carrier to nab the Tab -- but it had absolutely no timing details for the US market. Price? We've got no idea, though we're told it will be "competitive."
CNET runs an extensive review of the Galaxy S II, including its main improvement over the previous model:
Dubbed the Samsung Galaxy S II, the handset improves on its predecessor in a number of ways. First, you've got the addition of a dual-core processor.
It also runs the latest Android 2.3 Gingerbread, but unlike the Nexus S, the Galaxy S II will feature Samsung's custom TouchWiz user interface.
Design-wise, the Galaxy S II features a 4.3-inch Super AMOLED Plus touch screen with a WVGA 480x800-pixel resolution. Samsung's Super AMOLED screens already provided one of the richest viewing experiences on a smartphone, but the Super AMOLED Plus adds 50 percent more subpixels, and we certainly noticed a crisper, smoother picture, and colors popped off the screen.
Though there's a social and multimedia aspect to the device, Samsung has also worked to make it a more business-friendly smartphone. As a result, the Galaxy S II includes on-device encryption and support for Cisco's mobile solutions for VoIP calls, VPN, and virtual desktop.
LG (LGERF.PK) launched one of the mobile phones that attracted the most attention in Barcelona, the Optimus 3D.
Here is a quote from Anandtech's review of the device:
The Optimus 3D features (surprise) a 3D autostereoscopic display from LG. Both the IPS panel underneath, and the parallax barrier on top are LG's own. Most of the Android UI is of course 2D - the parallax barrier can be switched on and off or varied in intensity depending on the context.
We got some time to check out the 3D capable YouTube application. It's not an extra or an add-on, but rather Google's own real official YouTube application. It just happens to have 3D support included. Right now that YouTube version is exclusive to the LG Optimus 3D, but it'll eventually move into the market and onto other phones as they too get 3D capture and playback support.
Gaming
LG also worked with Gameloft on a number of titles, including N.O.V.A. 3D. We got to play around and were decently impressed. LG spent a lot of time going over which scenes should have negative or positive parallax, and includes a depth slider for intensity. Other 3D games also include depth sliders and even allow 3D to be disabled entirely. There are a bunch of other uses for 3D that LG is working on with, including more close work with Google in other applications.
Android Headlines has more information about the launch date:
The Optimus 3D is due for release in Q2 and LG claims it will not be much more expensive than the non-3D Optimus 2X.
For those of you who might be interested, there is a complete review of the LG Optimus 2X at Engadget, which you may read at this link.
Sunday, February 20, 2011
Mophie Pulse haptic game grip hands-on
from Engadget, new Immersion's partner:
>>
Today at CES, Mophie showed off a prototype of its Pulse game grip for the 4th-generation iPod touch, which features battery-powered front-facing stereo speakers and haptic feedback by Reflex Technology. We spent some time using the Pulse and came away rather impressed. Game audio, music, and even the keyboard tick sound get translated into convincing pulses and vibrations. The iPod touch interfaces with the Pulse via the 3.5mm headphone jack, and a switch on the bottom left edge turns the haptic feedback on and off. As a bonus, the Pulse also offers full case protection. No word yet on availability or pricing, but you can check out the prototype in the gallery below.
>>
Saturday, February 19, 2011
NYSE-Deutsche Boerse Merger: Any Impact on Equinix's Financial Ecosystem?
Read the full article at Seeking Alpha:
>>The announced NYSE (NYX)-Deutsche Boerse (DBOEY.PK) merger will create the world's largest exchange for stocks and derivatives – and will represent both a risk and an opportunity for both companies' data center partners.
>>The announced NYSE (NYX)-Deutsche Boerse (DBOEY.PK) merger will create the world's largest exchange for stocks and derivatives – and will represent both a risk and an opportunity for both companies' data center partners.
Friday, February 18, 2011
Less Than One Week until Silicon Valley’s Leading Technology Summit
2011 Technology Convergence Conference
FREMONT, Calif--(BUSINESS WIRE)--TELADATA, a leading IT consulting firm specializing in IT infrastructure design, planning and project management, today announced that there is less than one week before its highly popular Technology Convergence Conference begins.
The conference, which will occur Wednesday, February 23rd at 7:30 a.m. at the Santa Clara Convention Center, will assemble IT and facilities leaders from across the country to share best practices and provide detailed case studies relating to common yet complex technological and organizational challenges in the data-center space.
The full-day conference will cover the relationship between technology and the mission critical ecosystem with four separate tracks, including converging technologies, energy-efficiency strategies, solutions for top data center challenges and IT/Facilities strategic planning.
Rich Miller, editor of Data Center Knowledge, will moderate a morning panel on cloud computing titled Reconciling the Speed Change Requirements by Cloud Computing for Data Centers.
In another session, titled Bridging the IT/Facilities Gap: Global Benefits of Visualization, Optimization and Power Metering, Tim Cox, IT Program Manager at Cisco Systems, will demonstrate a web-based monitoring application he developed internally that intelligently manages physical resource allocation in critical facilities.
Attendees will also be treated to end-user case studies that are applicable to small, medium and large enterprises.
Some of the presentation topics include:
- Cloud Computing: Hype vs. Reality
- Data Center Challenges and Solutions for R&D Labs
- Advantages and Disadvantages of Owning vs. Leasing Data Center Space
- Results of Yahoo!’s Next Generation Data Center
- Avoiding Unnecessary Costs when Transitioning the Enterprise to the Next Generation Internet Protocol (IPv6)
- Top AV and Security Trends that Impact Facilities and IT Design
- Bridging the IT/Facilities Gap: Global Benefits of Visualization, Optimization and Power Metering
- New Utility Energy Efficiency Programs for Data Centers
The full agenda can be found at http://www.teladatatcc.com/agenda.html.
Thursday, February 17, 2011
OT - Abhella
CoreSite will be reporting earning on march 10. 
The company operates seven data centers located in five of the top six North American hubs for colocation services. One Wilshire, in Los Angeles, is the premier interconnection point between North America and Asia, and the most important property in CoreSite's portfolio.
The company completed its initial public offering on September 23rd, 2010. The offering raised about $310 million, which allowed the company to deleverage significantly and gave also the opportunity to fund several growth projects, which are expected to come online by middle 2011.
Analysts, on average, forecast revenues of $ 31 million for Q4, and earnings of $ 0.22 per share.
There are several metrics that might be worth checking for a better understanding of CoreSite's financial performance.
The average customer contract has a length of more than 5 years, and renewal rates have so far been quite high, with tenants accepting, on average, to pay a premium about 24 percent higher than the previous contract (Q3 2010 data ).
Here is a quick summary of CoreSite's existing and potential data center portfolio (click to enlarge):
For proper understanding of how much of this potential will be turned into revenue generating data center space, and when, we may refer to the company's sheet presented at REITWorld 2010:
From a financial point of view, the company has no real near term obligation, as shown in this sheet:
NYSE and Deutsche Borse merger - the data center question
from www.datacenterdynamics.com:
>>As the planned merger gets board approval, where do its data center plans begin, and end?
To date Deutsche Boerse and NYSE have fundamentally different approaches. One laid off risk in favour of a partnership approach, through its deal with Equinix. The other, NYSE, onboarded risk to play in the colocation business. Deutsche Boerse does not have anything equivalent to Basildon, a shining palace on the hill. The question is does the merged entity sell Basildon to someone like Equinix and move into Frankfurt. Where do I concentrate liquidity? It makes sense keeping derivatives and cash equities close together. What is the compelling value to a market operator to own real estate?'
....
Where do we go from here?
>>As the planned merger gets board approval, where do its data center plans begin, and end?
To date Deutsche Boerse and NYSE have fundamentally different approaches. One laid off risk in favour of a partnership approach, through its deal with Equinix. The other, NYSE, onboarded risk to play in the colocation business. Deutsche Boerse does not have anything equivalent to Basildon, a shining palace on the hill. The question is does the merged entity sell Basildon to someone like Equinix and move into Frankfurt. Where do I concentrate liquidity? It makes sense keeping derivatives and cash equities close together. What is the compelling value to a market operator to own real estate?'
....
Where do we go from here?
The fact is that the only people who know are sitting around the board tables at NYSE and Deutsche Boerse but with $400m in annual savings planned and IT earmarked to deliver it, whatever happens, we are talking about change at a data center scale.
Apple secures 60% of global touch panel capacity, causing tight supply
from www.digitimes.com:
>>In order to achieve its internal goal of shipping 40 million iPad products in 2011, Apple has occupied close to 60% of the global touch panel capacity causing tight supply among Apple's competitors, according to sources from upstream component makers.
>>In order to achieve its internal goal of shipping 40 million iPad products in 2011, Apple has occupied close to 60% of the global touch panel capacity causing tight supply among Apple's competitors, according to sources from upstream component makers.
Wednesday, February 16, 2011
Robotic radiosurgery expanded to breast cancer
from www.healthimaging.com:
>>The University of Texas Southwestern Medical Center has completed the first of 45 planned post-lumpectomy high-beam radiation treatment as part of a clinical trial to assess the effectiveness of the focused, shorter-course treatment.
The Dallas-based University of Texas Southwestern Medical Center trial will investigate Accuray’s CyberKnife System, already in use for head and neck radiation oncology procedures, for use in women with localized early-stage breast cancer following successful lumpectomies.
...
Led by Robert Timmerman, MD, professor of radiation oncology at UT Southwestern, the researchers will evaluate patients over the next 10 years for tumor recurrences as well as cosmetic changes, for which the system is purported to deliver improved results.
>>The University of Texas Southwestern Medical Center has completed the first of 45 planned post-lumpectomy high-beam radiation treatment as part of a clinical trial to assess the effectiveness of the focused, shorter-course treatment.
The Dallas-based University of Texas Southwestern Medical Center trial will investigate Accuray’s CyberKnife System, already in use for head and neck radiation oncology procedures, for use in women with localized early-stage breast cancer following successful lumpectomies.
...
Led by Robert Timmerman, MD, professor of radiation oncology at UT Southwestern, the researchers will evaluate patients over the next 10 years for tumor recurrences as well as cosmetic changes, for which the system is purported to deliver improved results.
EZX Data Center Now in Equinix NY4
EZX Inc., a leading provider of trading infrastructure for hedge funds and proprietary trading firms announces the availability of managed services from its new data center located in Equinix’s state of the art NY4 facility.
Westfield, NJ (PRWEB) February 16, 2011
EZX, Inc. announced that its new data center located in Equinix’s NY4 facility is fully operational. With the new site online, EZX clients now benefit from low latency cross connects and high speed connectivity direct to their trading counterparties. “All of our existing clients have been migrated seamlessly, and we are actively turning on new clients every day,” said John Petschauer, EZX CEO. “Low latency and high speed have become critical to the business of trading. It’s not just for high frequency traders,” added Mr. Petschauer. In today’s fast markets, trading firms are demanding lower latency connections to their counterparties. Whether they are trading an FX triangular arbitrage strategy or a simple equity pair, speed matters. Now, with the combination of their world class software and new data center, EZX is continuing to deliver what customers need.
About EZX, Inc.
EZX is a leading independent provider of Trading Infrastructure delivered as a Service for strategy focused Hedge Funds, Proprietary Trading Firms, & Brokers. Our high speed, broker neutral trading platform easily integrates to your Strategy/Algo engine, proprietary OMS, custom trading screens, or Excel spreadsheets. EZX configures, certifies, and supports the entire trading infrastructure so you can stay focused on your business. Our core product, iServer, is a proven trading infrastructure with a flexible API, pre-certified FIX connectivity to over 90 destinations, and a full function trade blotter. iServer enables you to quickly automate your strategies and trade electronically with global brokers, banks, and exchanges. EZX’s products are built using industry proven technology that can process thousands of messages per second with low latency and reliable performance for Equities, Options, Futures and FX trading. Our world class service and support means we proactively monitor the infrastructure and assistance is always available.
For more information on our products and services, please visit http://www.ezxinc.com, email us at sales(at)ezxinc(dot)com, or give us a call at (+1) 908-376-1445.
Next Generation Haptics: Market Analysis and Forecasts
HT to jedi on the IV MB:
>>An in-depth study of the growing popularity of haptics-enabled tactile feedback on mobile devices to augment UI interactions and enrich media consumption, and an examination of both current and advanced actuation technologies which will deliver crisp, realistic high definition haptic experiences.
http://www.arcchart.com/reports/mobile-phone-haptics.asp?ref=pr
>>An in-depth study of the growing popularity of haptics-enabled tactile feedback on mobile devices to augment UI interactions and enrich media consumption, and an examination of both current and advanced actuation technologies which will deliver crisp, realistic high definition haptic experiences.
http://www.arcchart.com/reports/mobile-phone-haptics.asp?ref=pr
Tuesday, February 15, 2011
Equinix's Track Record Bodes Well for Today's Acquisition of ALOG
full article available at Seeking Alpha:
>>Equinix has a very successful history of acquiring and merging foreign companies into its data center footprint. The largest and most challenging acquisition was certainly its merger with i-STT in Singapore and Pihana Pacific in Asia back in 2002. This complex transaction also included some debt retirement and a cash infusion which allowed the company to survive the dot-com bust.
>>Equinix has a very successful history of acquiring and merging foreign companies into its data center footprint. The largest and most challenging acquisition was certainly its merger with i-STT in Singapore and Pihana Pacific in Asia back in 2002. This complex transaction also included some debt retirement and a cash infusion which allowed the company to survive the dot-com bust.
new filings - Equinix
BAMCO INC
Percent of class: 6.74%
---
Amount beneficially owned: 3,101,094 |
---
Goldman Sachs Asset Management
4,955,074 shares10.8 %Lone Spruce, Lone Balsam, Lone Sequoia, Lone Cascade and Lone Sierra
---
4,036,520 shares
8.8%
---
Shumway Capital Partners LLC
0%
2011 MarketTools ACE (Achievement in Customer Excellence) Awards
Winners Announced for the 2011 MarketTools ACE Awards -- SAN FRANCISCO, Feb. 15, 2011 /PRNewswire/ -
Winners Announced for the 2011 MarketTools ACE Awards. Prestigious Annual Award Program Recognizes the Best of the Best in Using Enterprise Feedback Management to Increase Customer, Employee and Partner Satisfaction and Improve Business Results.
Immersion pushes Android smartphone and tablet developers to be touchy feely
from venturebeat.com:
>>Dennis Sheehan (pictured), vice president of marketing at Immersion, said in an interview at the company’s headquarters in San Jose, Calif., that Immersion designs the chips and hardware used to detect and reproduce touch sensations with the motors already present in phones for vibrate mode purposes. But app developers need more help from Immersion to create imaginative new uses of the technology.
Much like how operating system vendors create tools for application developers, Immersion is creating the Motiv developer tools for integrating haptics into apps. There are more than 100 pre-designed haptic effects, such as explosions, clicks, materials, textures, or bouncing. Immersion can add touch effects to a game that doesn’t already have them, such as Angry Birds, so that you can feel the twang of a slingshot when you shoot a bird at pigs in the game.
...
Check out our video of Sheehan with a couple of smartphone and tablet touch-feedback apps .
>>Dennis Sheehan (pictured), vice president of marketing at Immersion, said in an interview at the company’s headquarters in San Jose, Calif., that Immersion designs the chips and hardware used to detect and reproduce touch sensations with the motors already present in phones for vibrate mode purposes. But app developers need more help from Immersion to create imaginative new uses of the technology.
Much like how operating system vendors create tools for application developers, Immersion is creating the Motiv developer tools for integrating haptics into apps. There are more than 100 pre-designed haptic effects, such as explosions, clicks, materials, textures, or bouncing. Immersion can add touch effects to a game that doesn’t already have them, such as Angry Birds, so that you can feel the twang of a slingshot when you shoot a bird at pigs in the game.
...
Check out our video of Sheehan with a couple of smartphone and tablet touch-feedback apps .
Equinix: Solid Quarter, Expecting Increased Guidance
full article at Seeking Alpha:
>>We see what the company reiterated as guidance for 2011 as a floor, and given the fact that historically the company has always been conservative (guide and beat), we expect a new guidance after Q1, in the more traditional revenue range.
>>We see what the company reiterated as guidance for 2011 as a floor, and given the fact that historically the company has always been conservative (guide and beat), we expect a new guidance after Q1, in the more traditional revenue range.
If we consider the midpoint of management's Q1 2011 forecast ($ 355 million), and assume no further growth (with additional sales just balancing churn, expected at 2% per quarter), Equinix is already supposed to hit $ 1,420 million for the year. With good inventory available, and increased expansion capex forecasted in 2011 due to more expansion needed, we believe the company is just waiting for more data before translating these expectations into an increased but reachable target.
Pricing Remains Firm for Equinix During 4Q
from quicktake.morningstar.com:
>>We liked what we saw from Equinix EQIX in its fourth-quarter earnings release. Fourth-quarter revenue grew by 42%, to $345.2 million. This drove full-year sales to $1.22 billion (up 38.3% year-over-year) which was roughly 1% higher than our full-year projection. Thanks in part to the Switch and Data acquisition and very strong bookings, the North American segment generated the most year-over-year sales growth (up 53%) followed by Asia (up 37%) and Europe (22%).
>>We liked what we saw from Equinix EQIX in its fourth-quarter earnings release. Fourth-quarter revenue grew by 42%, to $345.2 million. This drove full-year sales to $1.22 billion (up 38.3% year-over-year) which was roughly 1% higher than our full-year projection. Thanks in part to the Switch and Data acquisition and very strong bookings, the North American segment generated the most year-over-year sales growth (up 53%) followed by Asia (up 37%) and Europe (22%).
Alog Data Centers do Brasil
| Company Information | |
| Company Name | Alog Data Centers do Brasil |
| Also Known As | |
| Company Website | http://www.alog.com.br |
| Primary ASN | 16397 |
| IRR Record | |
| Network Type | NSP |
| Approx Prefixes | 350 |
| Traffic Levels | 5-10Gbps |
| Traffic Ratios | Mostly Outbound |
| Geographic Scope | Regional |
| Looking Glass URL | http://lg.alog.com.br |
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