Comments on Paolo Gorgo's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/paolo-gorgo/articles http://seekingalpha.com/article/173565-equinix-buys-switch-and-data-a-billion-dollar-company-is-born?source=feed#comment-764241 764241 Tue, 17 Nov 2009 15:26:59 -0500
To complete the article, here is the link to Tier 1 Research comments about Cramer (there's more than I quoted):

T1R Insight: Cramer blows it with call on Equinix

t1r.com/client/view.ph...


]]> http://seekingalpha.com/article/173565-equinix-buys-switch-and-data-a-billion-dollar-company-is-born?source=feed#comment-763150 763150 Tue, 17 Nov 2009 03:25:10 -0500 http://seekingalpha.com/article/142824-equinix-planning-further-expansion?source=feed#comment-548432 548432 Tue, 16 Jun 2009 08:41:27 -0400
Yesterday, Equinix announced the exercise of the Overallotment Option for its Convertible Subordinated Notes Due 2016 (an additional $48.75 million aggregate principal amount).

On June 10, 2009, Standard&Poor's Ratings Services assigned its issue-level and recovery ratings to Equinix Inc.'s (B+/Stable/--) new $325 million 4.75% convertible subordinated notes. The issue-level rating is 'B-' (two notches below the company's corporate credit rating).

www.alacrastore.com/st...

]]> http://seekingalpha.com/article/142824-equinix-planning-further-expansion?source=feed#comment-544400 544400 Fri, 12 Jun 2009 16:14:48 -0400 http://seekingalpha.com/article/134924-immersion-q1-forecast-can-it-bring-great-potential-into-actual-revenues?source=feed#comment-516263 516263 Sun, 24 May 2009 15:28:06 -0400
Bottom line... This is one for the watch list.]]> http://seekingalpha.com/article/139193-immersion-1q-2009-will-it-do-better-in-second-half-of-2009?source=feed#comment-514227 514227 Fri, 22 May 2009 09:36:23 -0400 http://seekingalpha.com/article/119476-equinix-q4-earnings-forecast?source=feed#comment-382093 382093 Tue, 10 Feb 2009 08:47:20 -0500 http://seekingalpha.com/article/117937-colocation-and-the-financial-industry?source=feed#comment-376383 376383 Thu, 05 Feb 2009 00:56:26 -0500 http://seekingalpha.com/article/117937-colocation-and-the-financial-industry?source=feed#comment-375224 375224 Wed, 04 Feb 2009 06:59:47 -0500 http://seekingalpha.com/article/117937-colocation-and-the-financial-industry?source=feed#comment-373947 373947 Mon, 02 Feb 2009 20:40:00 -0500
The offer is a commodity (real estate) seekign to capture fast shrinking corporate budgets, particullarly in the financial sector. With all sorts of real estate prices coming down why would anyone want to pay 2.6 times book value for a company who historically has delivered value destroying, sub 5%, returns on (book) equity?

This stock is only down 25% from the peak and is a great short in my view.

DISCLOSURE: Short DLR]]> http://seekingalpha.com/article/111802-what-s-next-for-the-colocation-sector?source=feed#comment-354872 354872 Tue, 13 Jan 2009 16:39:24 -0500
DFT may now be interesting as a speculative investment for risk-tolerant investors - there is an interesting heads up here:

www.telecomramblings.c.../

I would still weight very carefully, in my investing decisions, the potential costs the Company might suffer from the suspended building activity.

I see Santa Clara as a nice potential acquisition target (Equinix?) and hope they will move toward restructuring their goals, that they seem uncapable to achieve right now.

Sorry for the delayed response... ]]> http://seekingalpha.com/article/111802-what-s-next-for-the-colocation-sector?source=feed#comment-351357 351357 Fri, 09 Jan 2009 20:27:59 -0500 http://seekingalpha.com/article/111802-what-s-next-for-the-colocation-sector?source=feed#comment-348204 348204 Wed, 07 Jan 2009 01:34:03 -0500
Higher Prices Loom For Data-Site Users

online.wsj.com/article...
]]> http://seekingalpha.com/article/111802-what-s-next-for-the-colocation-sector?source=feed#comment-336298 336298 Tue, 23 Dec 2008 00:37:46 -0500
-John R]]> http://seekingalpha.com/article/102028-equinix-3q-results-vade-retro-recession?source=feed#comment-293773 293773 Wed, 29 Oct 2008 16:19:58 -0400 http://seekingalpha.com/article/102028-equinix-3q-results-vade-retro-recession?source=feed#comment-291775 291775 Mon, 27 Oct 2008 15:41:59 -0400 http://seekingalpha.com/article/102028-equinix-3q-results-vade-retro-recession?source=feed#comment-291776 291776 Mon, 27 Oct 2008 15:41:59 -0400 http://seekingalpha.com/article/85996-equinix-q2-earnings-forecast?source=feed#comment-211141 211141 Mon, 21 Jul 2008 20:25:19 -0400
The only question I have during the call is "how much of this expansion space is already pre-sold, and what % of pre-sold actually closes across the board" ? I think the answer is somewhere in the 70% (for 1st part) and 88-92% (2nd part).....]]> http://seekingalpha.com/article/85996-equinix-q2-earnings-forecast?source=feed#comment-211079 211079 Mon, 21 Jul 2008 18:54:43 -0400
www.telecomramblings.c.../

Rob]]>