Rande,
Here is a list that I worked on...seems like a very difficult one to put together ( no one place to find these). Forrester articles (below) are good...
Hopefully, this is helpful...please screen out those you know don't belong ( non- pure plays) and I will edit the portfolio
siliconinvestor.com
On DD of Web Host / Hotels, this came up:
"Shared hosting, in which multiple companies share a single server provided by the vendor. Forrester says the market will increase from $440 million this year to $890 million in 2004.
Co-location, where businesses lease space in a hosting facility and provide all their own hardware and software. This sector will grow from $470 million to $1.03 billion in 2004.
Managed hosting services, which means the centers provide dedicated servers, systems management and monitoring, problem notification, and flexible bandwidth based on traffic needs. This segment will jump from $980 million this year to $10.97 billion in 2004, Forrester says.
Custom hosting, which includes a full range of services such as consulting, systems integration, and the monitoring of applications and operating systems. It will leap from $580 million to $6.68 billion in 2004."
from informationweek.com
So, seems we would center in on the last three ( for the big bucks, LOL). Maybe somebody could help with categorizing, if need be.
Colocation Providers ( from what I see):
EQIX
paix, which is a part of MFNX ( via purchase of Abovenet)
UAXS out of chicago
Switch and Data Facilities Company
COLO.com
Relera
maybe FSST
Managed and custom hosting:
EXDS (big dog)
DIGX - WCOM will have majority stake ( buying intermedia)
GBIX data centers
NAVI
ILND
GENU formerly GTE Internetworking (Softy prediction... Message 14114218
ISLD
VRIO being bought by NTT
APRN
INAP bought CoSpace
IAWK asia-pacific
USIX
DRTN
ATHY
DDDC
FWIS
LoudCloud
These next few I'm unsure if they are pure-plays...
KQIP (KPNQwest) ISP and hosting
LVLT 40 million square feet of space (centers)
CoreExpress... deals with LVLT
WCG
VNWI
DGIN - a banking hub
IBEM global streming network
INIT asp and web-hosting
PILT secure web casting
PSIX
Here are some articles:
European colocation... click industry information, then CRI in the news for UK/ Irish, etc
city-reach.com
CityReach, TeleCity, Redbus Interhouse,GlobalSwitch,
Energis,Esat Telecom<EXDS,GTS,WCOM,360 Networks, Wolfe Group, WorldPort, Cable and Wireless,etc.
Colocation ( Switch and Data Facilities...)http://www.americasnetwork.com/issues/2000issues/20001001/20001001_colocation.htm
Eqix site with good media coverage...
equinix.com
eqix post (competition, + and -)...
Message 14585462
web host land grab(EXDS/ILND/DIGX...)
Message 14702523
neutral/ colocation companies...
telecommagazine.com
WHG (web host guild)charter members...small players
whg.org
post on traditional vs neutral hosting...
Message 14334488
Yahoo list with internet services companies...
biz.yahoo.com
OLD vs New Economy Telecom Co's post from our friend Softy...
Message 14222518
Content Bridge ( EXDS, ISLD, GENU, INKT, AOL, XLA)...
biz.yahoo.com
Cisco alliances...
internetnews.com
Post on GENU - negatives...
Message 14604669
Forrester on web hosting...
forrester.com
Forrester: companies they interviewed...
forrester.com
Yankee Group on WCOM/DIGX/Intermedia...
yankeegroup.com
AJ |
