The title says it all. In a recent interview with Colby Synesael Senior Analyst Kaufman Bros., L.P.  as part of our Data Hosting & Data Storage Services Report. Here is his take on the group;

Mr. Synesael: I’m positive on the group. Out of the four subsectors I cover within telecom and data ser­vices, the two that I’m most favorable on are neutral co-location providers like Equinix (EQIX) and Switch & Data (SDXC), as well as managed hosting providers like Savvis (SVVS) and Terremark (TMRK). In terms of why I’m positive, from a modeling perspective, I like the fact that they’re recurring revenue-based models. I think that that gives a lot of visibility for shareholders.

Make sure to follow us on Twitter for exclusive content

This entry was posted on Thursday, September 3rd, 2009 at 9:42 am and is filed under Technology Stocks. You can follow any responses to this entry through the RSS 2.0 feed.