Lydia Leong

Jim Cramer’s “Mad Money” featured an interesting segment yesterday, titled “Sell Block: The Death of the Data Center?”
Basically, the premise of the segment is that Intel’s Nehalem DP processors will allow businessses to shrink their data center footprint, and thus businesses won’t need as much data center space, commercial data centers will empty out, and [...]

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The acquisition train rumbles on.
Equinix, along with Q3 earnings, has announced that it will acquire Switch and Data in a $689 million, 80% stock, 20% cash deal, representing about a 30% premium over SDXC’s closing share price today.
This move should be read as a definitive shift in strategy for Equinix. Equinix’s management team has changed [...]

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It’s been mentioned to me that my “what are you hearing about from clients” posts are particularly interesting, so I’ll try to do a regular update of this sort. I have some limits on how much detail I can blog and stay within Gartner’s policies for analysts, so I can’t get too specific; if you [...]

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How much capacity does Amazon EC2 have? And how much gets provisioned?
Given that it’s now clear that there are capacity constraints on EC2 (i.e., periods of time where provisioning errors out due to lack of capacity), this is something that’s of direct concern to users. And for all the cloud-watchers, it’s a fascinating study of [...]

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