Analyst Notes

Appointments: Intergenia, Tier 3, Xand, Nirvanix

May 3, 2013
Philbert Shih

There were a number of new CEOs that took over in the last quarter (Intergenia, Tier 3, Xand, Nirvan...

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Directions

May 3, 2013
Philbert Shih

The sector remains squarely in growth mode. ...

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Funding: OVH

May 3, 2013
Philbert Shih

No US hosters raised capital but in Europe ProfitBricks raised nearly $20m (Germany), OVH raised �...

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Rumour mill SoftLayer

May 3, 2013
Philbert Shih

There was no shortage of rumours swirling around SoftLayer. ...

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Downtick in M&A

May 3, 2013
Philbert Shih

There was a bit of a downtick in M&A activity but a number of transactions took place. ...

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Temperature check: Earnings season

May 3, 2013
Philbert Shih

Earnings season will provide more detail but early indications are that the sector continues to slow...

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Achieving scale: Rackspace

May 3, 2013
Philbert Shih

Achieving scale: Rackspace is moving to go straight to the parts manufacturers in Asia and build ser...

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Support improvements: Amazon and Google

May 3, 2013
Philbert Shih

Support improvements: Support has been a shortcoming for the likes of Amazon and Google but they are...

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Pricing pressure: Rackspace got into the price cutting game

May 3, 2013
Philbert Shih

Pricing pressure: Rackspace got into the price cutting game as Amazon, Google and Microsoft continu...

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The giants: VMware rolling out a retail cloud infrastructure service

May 3, 2013
Philbert Shih

The giants: biggest move this quarter was clearly VMware rolling out a retail cloud infrastructure s...

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Products/Services: Microsoft, Dimension Data, FireHost

May 3, 2013
Philbert Shih

Products and services: Some of the notable ones were the Microsoft release of Cloud OS, Dimension Da...

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Messaging and collaboration: Active segment in 1Q13

May 3, 2013
Philbert Shih

Messaging and collaboration: This was an active segment in 1Q13. ...

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