Moon Kil Woong
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Data Center Related Stocks Earnings Performance [View article]
EQIX and others are sadly mostly glorified warehouses connected to a close by CO. I think more and more providers will pop up in remote areas that are cheaper. They don't belong in being considered part of social networking or cloud computing. They are brick and mortar and their level of sophistication and monitoring are grossly overvalued. EQIX employs all their security from Securitas who has brought up the fact they can't even employ enough people to secure the perimeter and has to manage access and clients to their most "secure" sites because EQUX doesn't even employ an employee to handle meetings and issues onsite. I understand price competitiveness is an issue, but their barebone operation mentality is terrible.
Akamai: This Takeover Target Still Has 40% Upside [View article]
The Meaning Of The Google-Akamai Rumor [View article]
Data Center-Related Stocks End Rough Quarter [View article]
Data Center Stocks Deliver a Strong First Half of Year [View article]
Time Warner Just Gets It [View article]
Level 3: A Takeover Target With 100% Upside [View article]
Biggest Losers in the Nasdaq 100 [View article]
Jim Cramer vs. Data Center Industry [View article]
For instance EQIX can hardly afford security for their sites while RAX can hire tons of sales and account managers to sell all manner of cloud and hosting services. The difference is night and day. So Cramer is right on half of them and dead wrong on the other half. How Cramerish. He will declare victory no matter how the dice roll. And if they all run up he will magically forget the call.
If you watch Cramer for anything other than humor you are a hack.
Cramer's Mad Money - Stay in the Limelight (11/8/10) [View article]
Why I'm Adding to My Positions in Salesforce.com and Akamai Technologies [View article]