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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (6813)	5/6/2001 11:37:14 AM
From: Glenn D. Rudolph	Respond to of 57684

"There are roughly 22 million square feet currently dedicated to data centers, with an additional 150 million predicted over the next five years. That suggests a possible glut, given today’s economy, but doesn’t necessarily reflect the real opportunities of the IDC market. M&A activity will probably increase in the coming years, and a core group will doubtless emerge (probably Genuity, Qwest, and WorldCom, assuming one of them buys Exodus). Many other carriers will operate data centers, since hosting and content delivery will likely become an integral part of every carrier’s business over time. " Since the amount of square feet may not equate into the same capacity as is currently available today, I do not know if there will or will not be a glut. I also do not know the amount of demand five years out. What is of interest too is how much power will be needed to run this? Anyone know?