Virtualization was hot, while CDNs were not. That was the story for data center stocks in the third quarter of 2007, as VMWare (VMW) and BLadeLogic (BLOG) led the way, while Akamai (AKAM) and Limelight (LLNW) lost ground.
The majority of public data center companies have outperformed the Dow thus far in 2007, with IPOs and deal stocks faring the best.
Six of the nine leading data center stocks outperformed the Dow during the first half of 2007.
What is the right investment angle on data center construction? Companies that specialize in building and operating data centers.
Wall Street loved the data center sector in 2006, as stocks of data center companies were among the leading performers.