Data Center Space Still in Demand But Colo Model Being Challenged
Analyst report by David Franklin, Blueshift Research, published on 12/4/2013
Research Question: Are overbuilding and increased competition commoditizing the data center industry and challenging the premium price that carrier-neutral data centers can charge for their services?
Companies: AMZN, CCOI, CONE, COR, CTL, DFT, DLR, EQIX, ETR:DB1, GOOG, IBM, INXN, LON:DAY, LON:TCY, LVLT, MSFT, QTS, RAX, T, TYO:9433/KDDIY, VZ, WIN
IBM, QTS, KDDI, Colocation, Amazon, CenturyLink, Dupont Fabros, Equinix, Level 3, Interxion, Rackspace, Digital Realty
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