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Tech Stocks: Rollercoaster and Rumors
October 17th, 2010 : John RathIt's been a busy month for deals and rumors of deals. AOL buying Yahoo? Oracle buying EMC and VMware? Here's a quick guide to last week's stock chatter. Read More
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Data Center Sector Stung by Equinix Selloff
October 6th, 2010 : Rich MillerShares of most data center stocks are sharply lower today as investors pummel Equinix after the company lowered its revenue guidance last night. Read More
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Managed Hosting Stocks Lead Pack in 3Q
October 1st, 2010 : Rich Miller
Shares of managed hosting providers led the way as data center stocks once again outpaced the broader market in the third quarter of 2010, with Savvis and Rackspace the top performers.
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Investors Focused on Data Center Sector
September 22nd, 2010 : Rich MillerThe data center industry is hot. Data center stocks are outpacing the broader market, and there's been a flurry of acquisitions and IPOs amid strong interest from investors - especially from the private equity sector. Read More
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Akamai, DuPont Fabros Are Top Performers
July 1st, 2010 : Rich Miller
Content delivery providers Akamai (AKAM) and Limelight Networks (LLNW) were the top performers for the second quarter among data center stocks, while DuPont Fabros Technology (DFT) also had strong gains.
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Data Center IPOs of 2010 (Updated)
June 21st, 2010 : Rich MillerIt's been nearly two years since the initial public offering for Rackspace Hosting (RAX), but a handful of data center providers have announced plans for IPOs this year. Here's a look at them. Read More
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Tech Titans in Buying Mode
May 4th, 2010 : John RathIt's hard to miss the signs of confidence in recent investments by major technology companies, including tech titans Google (GOOG), Apple (AAPL) , HP (HPQ) and Intel (INTC). Read More
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SGI, NaviSite Lead First Quarter Stock Winners
April 1st, 2010 : Rich MillerSGI led a group of data center stocks that beat the broader market averages with double-digit gains in the first quarter of 2010. NaviSite (NAVI), VMware(VMW), Akamai (AKAM) and DuPont Fabros (DFT) also had strong quarter. Here's our Data Center Investor review of the quarter. Read More
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Switch and Data, Internap Top 4Q Winners
January 4th, 2010 : Rich MillerColocation provider Switch and Data (SDXC) was the best-performing data center stock of the fourth quarter, as it agreed to be acquired by Equinix (EQIX). Also shining: shares of Internap (INAP) gained 46 percent as its turnaround effort gained favor with investors. Read More
RESOURCE LINKS:
Building A Cloud-Savvy Model for TCO and ROI
How Storage is Shaping The Cloud Data Center
Bringing Colo to the Customer: Modular Gets Local
Microsoft’s $1 Billion Data Center
