Analyst Notes

Cologix building second downtown location in Vancouver

July 31, 2013
Philbert Shih

Cologix will build out a new data centre in downtown Vancouver, Canada. ...

Read more...

CentriLogic shares growth metrics, data points; deliberate strategy

July 30, 2013
Philbert Shih

CentriLogic disclosed some growth metrics that give us some valuable insight into its growth traject...

Read more...

Executive transition underway at Rackspace

July 30, 2013
Philbert Shih

Rackspace will make a few changes at the executive level as current president and chief strategy off...

Read more...

Switch colocation customers reveal cloud ecosystem benefits

July 29, 2013
Philbert Shih

Switch Communications disclosed a pair of customers that provide insight into the ecosystem they are...

Read more...

Office 365 expands in Asia-pacific; progress data point

July 29, 2013
Philbert Shih

Microsoft’s Office 365 retail service is expanding in Asia and adoption through the partner ch...

Read more...

Directions: Sector in growth mode

July 29, 2013
Philbert Shih

Nothing has changed materially since 2Q13 when it comes to overall directional trends and investment...

Read more...

Compliance: A hosting growth market

July 29, 2013
Philbert Shih

Compliance-based hosting is a growth market. ...

Read more...

Moving downmarket: Recurring theme

July 29, 2013
Philbert Shih

A recurring theme among hosters is the continued effort to move up-market and attract higher-revenue...

Read more...

User interface: Internap

July 29, 2013
Philbert Shih

The portal and user interface is a key differentiator. ...

Read more...

Hybrid: Cloud and colocation

July 29, 2013
Philbert Shih

Hybrid continues to be an area of growth in the market and the combinations are diversifying. ...

Read more...

Outages: Google

July 29, 2013
Philbert Shih

There were fewer outages from hosters this past quarter though Google had a few bumps with Gmail. ...

Read more...

The giants: IBM, Dell

July 29, 2013
Philbert Shih

With exception to IBM the big boys were somewhat quiet this past quarter. ...

Read more...