Latest Comments on Paolo Gorgo's Articles

1. Pure Profit on Equinix Plus Switch & Data: Looking Forward : This is an amazingly insightful article - the professionalism and... more »
2. Paolo Gorgo on Equinix Buys Switch and Data - A Billion Dollar Company Is Born: Thanks al lot, Mark. Very kind of you. To complete the article,... more »
3. TraderMark on Equinix Buys Switch and Data - A Billion Dollar Company Is Born: as always good research on this niche. more »
4. Paolo Gorgo on Equinix: Planning Further Expansion?: Thanks, John, for your kind comment. Yesterday, Equinix... more »
5. JohnTBissell on Equinix: Planning Further Expansion?: This is the best, most up to date info available on EQIX from a... more »
6. babajay on Immersion Q1 Forecast: Can It Bring Great Potential into Actual Revenues?: This is an execution story.... The technology is pretty wild but... more »
7. logicalthought on Immersion 1Q 2009: Will It Do Better in Second Half of 2009?: The problem with this company (and I've made money trading the... more »
8. Pure Profit on Equinix Q4 Earnings Forecast: Will be interesting to see how the market reacts (if at all) to... more »
9. Charlie Bottle on Colocation and the Financial Industry: Pure profit, thank you. more »
10. Pure Profit on Colocation and the Financial Industry: Very well researched insight into the current state of the colo... more »
11. Charlie Bottle on Colocation and the Financial Industry: I think DLR at 15X EBTIDA is priced to perfection (requiring very... more »
12. Paolo Gorgo on What's Next for the Colocation Sector?: As REIT play, I have always favoured DLR. DFT may now be... more »
13. cityp3 on What's Next for the Colocation Sector?: why are you not long DFT? more »
14. Paolo Gorgo on What's Next for the Colocation Sector?: The WSJ has a nice article, today, on this subject: Higher... more »
15. JohnRath on What's Next for the Colocation Sector?: VERY nice article and notes on the presentation! Thank you for the... more »