Comments on: There’s A Village Somewhere Missing an Idiot

By: Everett Thompson

Everett Thompson — Sun, 13 Dec 2009 23:48:13 +0000

Great call, Rich, as always. I’ve heard Cramer was interviewed once regarding some of the calls he made prior to the downturn, and he was both contrite and acknowledge his performance as poor at best. Reminds me of the “off the record” research folks who were telling the investment community that the sky was falling in ‘07 and ‘08 and all the while the industry was growing just fine. And the industry has grown in the face of numerous space and power reduction technologies. There are some vendors with legacy facilities that are going to have to make some hard choices, but that hardly spells disaster for colocation and data center real estate.

By: colo provider

colo provider — Tue, 27 Oct 2009 14:58:26 +0000

did Cramer forget that he just did a piece on Dupont Fabros?

By: And the data center bozo of the week is…. « The Server Room

And the data center bozo of the week is…. « The Server Room — Sat, 24 Oct 2009 00:41:58 +0000

(cue the drum roll and the gorgeous blonde in the slinky dress to hand me the envelope) Yes, it’s the biggest mouth in infotainment, the financial industry equivalent of Daffy Duck, Jim Cramer! I’d have used the village idiot quip but I got beat to it by the guys at Data Center Knowledge. [...]

By: Cramer=Fail

Cramer=Fail — Fri, 23 Oct 2009 19:44:08 +0000

Sigh, Cramer fails yet AGAIN. Why does he even have a TV show?

By: Derik Pereira

Derik Pereira — Fri, 23 Oct 2009 18:33:31 +0000

ahh, suddenly I understand everything.

As a cloud someone or thing, do I need to be watching irrelevant stuff so that I can reverse trade his visions?

Obviously, if cloud does 1/5x then, in theory, we need 1/5dc OR we could do 5x the work.

Seems like dc on a chip is the next big thing (I mean shorting the vision)

Thanks for watching and reporting.

By: Brian

Brian — Fri, 23 Oct 2009 18:22:25 +0000

Datacenters are not going anywhere. And everyone thinking the “Cloud” is going to be the end all be all of the future just doesnt see the forest for the trees. The cloud is a low cost, low reliability solution. There is a LOT of hype around the cloud and now that the rubber has hit the road it’s clear the cloud is not the answer to all questions, only some. Data Centers are going to keep growing, and in fact I am seeing very positive growth and look to be double my datacenter space in the next 6 months.

Moreover this video shows how little Jim knows about what Equinix offers. I am a customer of Equinix in 2 of their datacenters. Jim proved to me he clearly has NO CLUE what he is talking about when he tried to sum up Equinix’s business model.

By: Daniel Golding

Daniel Golding — Fri, 23 Oct 2009 17:45:35 +0000

{I’d be careful about name calling. Cramer plays the buffoon on TV but is a Harvard graduate and smarter than 99% of the Blogsphere pundits.}

He’s an idiot and has made numerous bad calls, especially in tech, which he admits he doesn’t understand. You evidently have no met enough Harvard grads if you are inordinately impressed by that particular bullet on his CV.

He’s not smarter than Rich (which is your suggestion), but he may, from your sock-puppety comment, be smarter than you.

By: Austin

Austin — Fri, 23 Oct 2009 16:53:01 +0000

Data center providers would do well to learn from the mistakes of the Telecom industry.

By: BillieN

BillieN — Fri, 23 Oct 2009 16:26:30 +0000

Being an insider in this industry I now question other advice Cramer gives.

First, the Intel processors have continuously got better and cheaper and faster aka Moore’s Law. The facilities have simply put more of them into the same space to deal with growth of Internet services.

Second, EquiSwitch will be (as both companies have always been) more of an interconnect location than a traditional data center, so will probably be less affected by the CPU trends than hosting companies.

Finally, you missed the most important part – with these two dominant competing companies merging, there will be no competition to keep prices down. Expect the prices to go up, the efficiencies to kick in and the profit to go up. Since IXes exhibit what economists call “Network Externality” (see a description of this dynamic as applied to IXes at http://drpeering.net/a/Ask_DrPeering/Entries/2009/5/7_The_Art_of_Peering__The_IX_Playbook_%28v0.9%29.html), the new company will be almost impossible to compete against with a startup.

By: MattSF

MattSF — Fri, 23 Oct 2009 15:44:15 +0000

I like how Cramer uses lots of animal images: animated, toys, etc to tell his story. I think my kid might like his show when trying to avoid commercials on the Sprout channel. Someone I know said those animals are probably some of this top advisers. Now that’s due diligence!

Anyone (in the sector) knows that tech nature does not abhor vacuums, it loves them. Once you tell your CIO (or he learns it from some “deck” presented at a seminar) that now you can stuff 512 virtual servers in the space that used to hold 4 physical ones, he won’t be able to contain himself. So there’s your cloud forming right there.

Meanwhile, companies like Equinix and S&D don’t just sit around waiting for people to buy rack space. There are several kinds of network services offered, and the more companies turn up the Twitter of the week, the more these network interconnection services sell.

Cramer obviously has no idea how datacenters run when it comes to power and cooling. The LAST thing they want is to not have any more power to sell to people. In theory, if everyone junked their older servers and put in Nehalem (kudos to Intel marketing for convincing Cramer ‘n’ friends this is the first ever energy-efficient chip design) boxes, datacenters would be glad to have more power to sell to..you guessed it..more customers!

But you gotta give him credit for catching one of this ‘Equinox’ references and pointing out that Equinox is a gym