Paolo Gorgo

Equinix Buys Switch and Data - A Billion Dollar Company Is Born

Thanks al lot, Mark. Very kind of you.

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...

Equinix: Planning Further Expansion?

Thanks, John, for your kind comment.

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...

What's Next for the Colocation Sector?

As REIT play, I have always favoured DLR.

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...

What's Next for the Colocation Sector?

The WSJ has a nice article, today, on this subject:

Higher Prices Loom For Data-Site Users

online.wsj.com/article...