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Analysis - Latest Articles
by
most recent
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most commented
Hedge Fund Blue Ridge's Largest Positions: Apple and JP Morgan
Dec 23
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Market Folly
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1 Comment
Asian Tech Stock Weekly Review (December 7-13, 2009)
Dec 17
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IRG
•
Comment!
Equinix Plus Switch & Data: Looking Forward
Dec 16
•
Paolo Gorgo
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1 Comment
Insider Sales Remain High Despite Rally
Dec 7
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The Pragmatic Capitalist
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6 Comments
Equinix Buys Switch and Data - A Billion Dollar Company Is Born
Nov 16
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Paolo Gorgo
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2 Comments
Equinix: The Biggest Fish in the Pond
Oct 23
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TraderMark
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4 Comments
Shumway: Another Hedge Fund Falls for BofA
Sep 30
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Market Folly
•
Comment!
Bret Barakett's Tremblant Capital Bullish on Research in Motion, Bearish on Nokia
Sep 11
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Market Folly
•
Comment!
Internap's Data Center Expansion: Smoke in Investors' Eyes?
Aug 10
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Paolo Gorgo
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Comment!
Equinix: The Hostess with the Mostest?
Jul 24
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TraderMark
•
1 Comment
Equinix 2Q Results: Exceeding All Expectations
Jul 23
•
Paolo Gorgo
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Comment!
Wall Street Breakfast: Must-Know News
Jul 23
•
SA Editor Rachael Granby
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18 Comments
State Street Presents: Electronic Trading and the Liquidity Hazard
Jul 20
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Tyler Durden
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2 Comments
Equinix 2Q Earnings Forecast
Jul 20
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Paolo Gorgo
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Comment!
Equinix Expands Further in Chicago
Jul 15
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Paolo Gorgo
•
Comment!
IP Video: King of the (Media) World
Jun 16
•
Diane Mermigas
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1 Comment
Equinix: Planning Further Expansion?
Jun 12
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Paolo Gorgo
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2 Comments
Tremblant Bets on Tech Sector
Jun 11
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Market Folly
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4 Comments
Shumway Beefs Up Teva, Cisco Positions
Jun 10
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Market Folly
•
Comment!
Internet Infrastructure Stocks on a Tear
May 1
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James Enck
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4 Comments
Equinix 1Q 2009: Confidence in a Growing Business
Apr 27
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Paolo Gorgo
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Comment!
Equinix Q1 Earnings Preview: Bellwether for Colocation Sector
Apr 20
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Paolo Gorgo
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Comment!
Insatiable Demand for Colocation Services
Apr 12
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Paolo Gorgo
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Comment!
Shumway Capital: Visa Is Top Holding
Apr 1
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Market Folly
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3 Comments
Equinix vs. Switch and Data: Which Is the Better Network Neutral Colocation Company?
Mar 29
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Paolo Gorgo
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Comment!
Efficient Cloud Computing: Winners and Losers
Mar 25
•
Alex Salkever
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2 Comments
Shumway Capital Files 13G on Equinix
Mar 19
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Market Folly
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1 Comment
Equinix Earnings: Slowdown in Decision Making for New Customers
Feb 18
•
Paolo Gorgo
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Comment!
Digital Realty Trust: Bound for a Correction
Feb 16
•
Charlie Bottle
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2 Comments
Wall Street Breakfast: Must-Know News
Feb 12
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SA Editor Rachael Granby
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14 Comments
Equinix Q4 Earnings Forecast
Feb 9
•
Paolo Gorgo
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1 Comment
Colocation and the Financial Industry
Feb 2
•
Paolo Gorgo
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3 Comments
David Einhorn's Greenlight Capital: Portfolio Update
Jan 27
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Market Folly
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1 Comment
Time to Buy Telecom Stocks
Jan 11
•
Joe Kunkle
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3 Comments
What's Next for the Colocation Sector?
Dec 22, 2008
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Paolo Gorgo
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4 Comments
Equinix 3Q Results: Vade Retro, Recession
Oct 27, 2008
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Paolo Gorgo
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3 Comments
Russell 1000 Stocks with the Highest Short Interest as Percentage of Float
Sep 26, 2008
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Bespoke Investment Group
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1 Comment
Rackspace IPO Overview
Aug 4, 2008
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SA Editor Maribeth Miller
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2 Comments
Equinix 2Q Results: Solid Numbers
Jul 25, 2008
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Paolo Gorgo
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Comment!
Equinix Could Surprise Today
Jul 23, 2008
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The Correct Call
•
Comment!
Equinix Q2 Earnings Forecast
Jul 21, 2008
•
Paolo Gorgo
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2 Comments
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