It looks like DLR is getting hammered from both a direct hit (Jacobson/Highfields presentation) and indirectly from the RAX results. Right now RAX is down 16.06% in after hours trading compared with 7.27% for DLR.
I didn't see the presentation as I'm a home player on the west coast, but I don't believe just any company can get into this space or would necessarily want to. I also believe there is an advantage to owning a reit if you want to be in this space.
some hedge fund guy Jacobson at conference negatively talked about T, LINN and DLR, saying their yields shouldn't be trusted and DLR is only worth $20/shr. I was pretty close in buying DLR today, close call for me.
it was featured on CNBC and there are many articles about hedge fund attacking T, LINE, and DLR, among others. Don't know who is right but these crooks get rich off of regular investors after SEC got rid of uptick rule and they allow high frequency trading.
RAX, VMW and others in this sector have been hit in recent months. I would think there is more barrier to entry than the shorts indicate because of needing to get facilities set up and operational. Firms would not necessarily want to do business with a new firm instead of one that has facilities already in operation.