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Technology Stocks : Equinix Inc. - EQIX -- Ignore unavailable to you. Want to Upgrade?

To: Rupert who wrote (17)9/6/2000 1:47:08 AM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 78
 
Hi Rupert,

How do you rate Globix next to Equinix? The 'ix' suffix in each of their names, as also appears in PAIX, I assume means that they are aspiring to be 'I'nternet e'x'changes.

Where are they the same, in your opinion, and where do they depart? If we cut through the differentiating monikers that they assign to themselves, they begin to look very much alike to me. What say?

FAC



To: Rupert who wrote (17)9/6/2000 9:58:34 AM
From: Bill Fischofer  Respond to of 78
 
COLC vs. EQIX

Looking briefly at the COLC website and prospectus it seems that they are targetting more of the middle tier of the colocation market whereas EQIX is clearly aimed at the top tier. My guess is that the market is quite sufficiently large for both to thrive.


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