i have e-mailed yahoo twice yesterday, in regards to mgory1's abusive, hateful, and pornographic behavior on this board.
one thing you all should realize...
any new investor, checking this stock out, in regards to buying; will check the message board, too!
and after "hearing" this barage, they will think this stock not only belongs as a penny stock; but really should belong on one of the pornographic sites...
AND THEY WON'T BUY!
so if you think the ignore option solves the problem, you are very WRONG! it only solves your own personal violation.
they have asked for more posters to e-mail them, for their consideration of revoking his/her yahoo access (revoke the e-mail address). in other words, they want to know if others are being violated, not just me.
take a minute, and go to the help at the top of the board page, find abuse, e-mail them with your comments, and the only way he/she can post on this board, is through a different e-mail address; not just with another alias.
mgory1's behavior crosses WAY over the line of acceptability, on any financial board!
thank you, surfrod
I'm not saying that EQIX can simply buy and move into any desirable locations that EXDS has right now.
They would have to be done over to EQIX's higher specs; but the fact remains that a lot of fibre and other usable infrastructure goes to numerous well-located EXDS sites and that would provide access to larger volumes/more customers in the future, instead of EQIX being limited to the number of customers.
I don't think an Exodus property even remotely falls into the spec that EQIX requires.
EQIX has a totally opposite view of things and I'm not sure if there is any compatibility of facilities here.
hearwax, my thoughts exactly. But now that brings another interesting question regarding the new European/Asian partnerships to address customer requirements in 29 international markets. Does anyone know how secure these international facilities are? I believe the original vision of EQIX founders Addelson and Avery was to have all Equinix centers built with the same security requirements both domestic and international. Similar to the same way Walmart's or other chain stores are built. I hope they are not sacrificing their business model to save money at this point in the game!
I don't think an Exodus property even remotely falls into the spec that EQIX requires. It would be like Ferrari picking up Yugo assets. I don't think it's going to happen. Exodus properties were acquired with the intent of monopolizing transit to customers. EQIX has a totally opposite view of things and I'm not sure if there is any compatibility of facilities here.
I agree with the "Some" JFT... I just choke on the concept of anybody buying them out and being in much better position than they are. Buy outs have gotten some of the bigger companies into trouble recently. On the other hand I don't think the EQIX management is even considering that. They have been fairly cautious and focused on quality and security vs. quantity so far and that has served them well. Trouble is that they have been swimming against the current... Once the current turns in their favor things should go better. In the meantime caution is important. :-) JMO...
Take care and God bless!
Equinix , like some others, will soon be in the fortunate position of being able to bid on and maybe buy, some good assets at favourable price. A price far below what it took to create these assets.
Survival is not only the goal but one of the ongoing tools to achieve that major goal.
RE: "I think all this is vague, Exdus may be having space now and some infrastructure, i don't think IBM may be looking at it, what if EQIX only buys the facilities at a bargain....just a thought???????????"
Maybe a choice piece or two, but be realistic, if EQIX did that they would then be in the position EXDS is in... And our .5 stock would then be .1 like EXDS... I don't mind them staying lean and mean, thanks!
Take care and God bless!
You seem to be missing the point here. Sure clients right now are merely scratching the service when it comes to using Equinix, however on the flip side you had a company that just released earnings showing growth, albeit small, but nonetheless each qtr. EQIX shows revenue increasing (not decreasing) along with a balance sheet that is well on its way to getting itself into proper order. So if you have clients scratching the service now in an economy that is nothing short of "rough and tumble" so to speak, and you have a company that is showing consistent increases in revenue (they have continually beat street estimates) within the current economic down turn, what may transpire when the economy turns itself around?
Data storage and security are nice bets to place your money on going forward. The strong shall survive, and I believe EQIX is proving that now.
Market saturation or not, when looking closely at the fundamentals, EQIX does not deserve to be trading at today's level.
I think all this is vague, Exdus may be having space now and some infrastructure, i don't think IBM may be looking at it, what if EQIX only buys the facilities at a bargain....just a thought???????????
I think you could say market is Saturated but not necessarily SATURATED. There have been plenty of articles by Telegeography and Yankee group debating this issue. Not unlike bandwidth glut. Is their one or not is a difficult question and depends on method of measurement. EQIX offering is of ultra high quality which can tend to offset saturation effects. Do you dispute this? You are certainly right that Exodus plight makes conservative customers nervous but pickups like Washington Post and Motley Fool tend to highlight possibilities. Plus, do not forget that when contract wins with the ultra conservative go to companies like IBM much of the hosting goes to EQIX (You are aware that IBM is not there to host IBM own gear?) As for digging in on larger clients who are there just to use the network, who are you referring to? (I'm not necessarily challenging here as I see it as a problem too though I question in some cases if the small amounts of equipment are preliminary or more permanent, as I interpret you to suggest) You're the first I've seen to suggest IBM buying Exodus. Where do you see the synnergies coming from?
You've just thrown in a couple of subjects worthy of debate. If the ensuing discussion (if there is an ensuing discussion, we've been there before) is enlightening to someone, the value of the board is proven.