Lydia Leong

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Archives for October, 2009


Jim Cramer’s “Death of the Data Center”

by Lydia Leong  |  October 23, 2009  |  1 Comment

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, [...]

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Category: Industry     Tags: ,

Equinix swallows Switch & Data

by Lydia Leong  |  October 21, 2009  |  Comments Off

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 [...]

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Category: Industry     Tags: , ,

Recent inquiry trends

by Lydia Leong  |  October 6, 2009  |  Comments Off

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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Category: Industry     Tags: , , , , ,

Speculating on Amazon’s capacity

by Lydia Leong  |  October 5, 2009  |  Comments Off

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 [...]

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Category: Infrastructure     Tags: ,