1 roundtable forum, 4 analysts, and 3 sector firms examine the data hosting and data storage services segment in this 37 page report from The Wall Street Transcript.
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Roundtable Forum: Greg Mesniaeff, Needham, & Company, LLC; Erik Suppiger, Signal Hill Capital Group, LLC
Overview of Data Services: Todd C. Weller, Stifel, Nicolaus & Company, Inc.
A Positive Outlook for Data Services: Colby Synesael, Kaufman Bros., L.P.
Predicting Future Gains in Data Services: Steven Salberta, Boenning & Scattergood, Inc.
Predicting Data Services Demand: Ilya Grozovsky, Morgan Joseph & Co. Inc.
CEO Interviews (average 2,500 words): Top management from 3 sector firms examine the outlook for their firm and sector. Firms interviewed include: CoreXchange, Inc., Switch Communications Group LLC, Voltaire, Inc.
Topics covered: Capital Investment Growth -- Cloud Computing -- Per-per-Port Trends -- Broadband Network Services -- Content Delivery Networks -- Broadband Network Services -- Backbone Services -- Utilization Rates -- CDN Business Model -- Co-Location Business Model
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Companies covered: ATT (ATT); RackSpace (RAX); Level 3 (LVLT); Savvis, Inc. (SVVS); Verizon Communications (VZN); Cisco Systems (CSCO); Limelight Networks (LLNW); Internap Network Services (INAP); Switch and Data Facilities (SDXC); Digital Realty Trust (DLR);Voltaire, Inc. (VOLT)


