Our other special focus this week is on Internet Infrastructure. We spoke to Mark Kelleher of Canaccord Adams Inc., who told us one of his pick in this space: Internap (INAP).

Mr. Kelleher: Internap is an Internet service provider, and they provide internet connectivity.Internap takes this back to the content delivery side. Internap purchased a company called VitalStream and VitalStream gave them their content delivery network assets. That’s just beginning to start to ramp for them. They are also a colocation provider. There is a pretty big demand right now for colocation, for putting your equipment in someone else’s facilities for one reason or another. Customers will colocate within Internap to get closer to Internap’s connectivity; they will connect you to the Internet. Internap has points of presence all over the country and they can hook you into the Internet pretty nicely. They have a pretty good routing algorithm, an ability to see which carrier is delivering data and move your data quickly through the Internet. That is where they sit in the world.

For the complete interview with Mr. Kelleher, including an overview of the Internet Infrastructure space and a look at what’s ahead, click here.
 

This entry was posted on Wednesday, March 26th, 2008 at 5:14 pm and is filed under Technology Stocks. You can follow any responses to this entry through the RSS 2.0 feed.