Equinix Inc. - EQIX Message Board

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Technology Stocks : Equinix Inc. - EQIX

EQIX 832.53

-1.6%

Nov 3 3:59 PM EST

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To: Bill Fischofer who wrote (4)	8/14/2000 10:41:24 AM
From: Rupert	Read Replies (2) of 78

This time last year a Goldman IPO doing Internet infrastructure with a great list of backers and an executive staff many of whom worked on the original Palo Alto Internet Exchange (PAIX) would have been snapped up very quickly and instantly given a multi-billion dollar market cap. This may be being mistakenly seen as another web hosting deal (a space in which EXDS is the clear gorilla and in which recent third tier IPOs have not done well) whereas EQIX's neutral exchange model is quite different and the company has said they don't want to do pure web hosting (see the FAQ section of their recently redesigned website: equinix.com ). EQIX's exchange center business model seems like the wave of the future to me: businesses which provide server-based Internet services to other businesses use EQIX's facilities so that their servers and those of their customers are located together, so they can exchange data very rapidly, etc. This does seem like a good bet at moment, especially as it is trading just a bit over the IPO price. While the market cap at today's price is already close to a billion, I'm comparing with this INAP, which is currently a $3-$4 billion company and is way, way off its high. Once tech comes back into favour, I think this overlooked IPO will be a good play. Also, if you look at their press release stream, and the sorts of customers they are attracting, there will be plenty of catalysts for the stock to get noticed. I expect short term volatily as this struggles to get noticed in a choppy market that is demanding profits and is being unkind to concept stocks. But when and if the tech party starts up again, I'm assuming this will do very well.

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