Seeking Alpha

EQIX
Equinix, Inc.

5/27/2012, 7:56 PM ET
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EQIX Market Currents more »
  • May 8 Rackspace (RAX -12.7%) remains off sharply after missing Q1 EPS forecasts (hurt by hiring) and reporting a slowdown in customer growth. During its earnings call, Rackspace blamed the slowdown on "downgrades" from enterprises only looking for short-term capacity. Benchmark (Buy) expects the launch of Rackspace's OpenStack cloud infrastructure services in Q3 to boost growth. But Canaccord (Hold) thinks "asset-intensive" data center owners such as EQIX are better plays.
    Comment!
    [Tech, On the Move, Quick Ideas]
EQIX in Focus more »
EQIX News more »
EQIX Instablog posts more »
  • Stephen Mandel - Lone Pine Capital Q4/2011 Fund Portfolio
    Thu, Mar 8 • Dividend Sheet • 1 Comment
  • Stephen Mandel - Lone Pine Capital Q3-2011 Fund Portfolio
    Tue, Dec 6, 2011 • Dividend Sheet • Comment!
  • John A. Gunn - Dodge & Cox Fund Portfolio Q3/2011
    Tue, Oct 25, 2011 • Dividend Sheet • Comment!
  • Stephen Mandel - Lone Pine Capital Q2-2011 Fund Portfolio
    Fri, Aug 26, 2011 • Dividend Sheet • Comment!
  • Stay away from EGHT because too many newsletter writers are picking it
    Wed, Jun 8, 2011 • EPS100Momentum • Comment!
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Company Description

Overview

Equinix provides global network neutral data center services. Global enterprises, content providers, financial services companies and network service providers rely upon Equinix’s insight and expertise to protect and connect their most valued information assets. We operate 49... More