Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

Study Group: Equinix Purchasers

Council Members in this Study Group: 35

This study group may include experts knowledgeable on topics such as IT Services, consumer electronics, wireless devices, software, hardware, information technology, semiconductors, media, cable, satellite, internet, broadband, global positioning systems, advertising, online media, telecommunications, networking, wireless, and data storage, among others.

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Leading Experts in this Study Group

Izak Mutlu

Vice President- Information and Product Security
SALESFORCE.COM, INC.
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Izak Mutlu, CISM, is the Vice President of Information and Product Security at Salesforce.com, a company specializing in customer relationship management software. He is responsible for managing IT security, architecture, design, implementation, and operations....

Joseph Holop, Senior Vice President and Chief Technology Officer, TELSCAPE COMMUNICATIONSJoseph Holop

Senior Vice President and Chief Technology Officer
TELSCAPE COMMUNICATIONS
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Joseph Holop is the Senior Vice President and Chief Technology Officer of Telscape Communications, a competitive local exchange carrier. Mr. Holop is responsible for IT development, IT infrastructure, Engineering, Network, Switching and Field Operations....

Everett Thompson, President, Wired Real Estate GroupEverett Thompson

President
Wired Real Estate Group
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Everett Thompson is President, Wired Real Estate Group (www.wiredre.com), a data center advisory firm based in San Francisco. The Wired Real Estate Group advises investors and enterprises on data center leasing and sales, including trends, technologies,...

Tony Pribyl, Vice President of Advertising Sales, MamapediaTony Pribyl

Vice President of Advertising Sales
Mamapedia
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Tony Pribyl is the Vice President of Advertising Sales at Mamapedia.com (Division of Mamasource, Inc) a publishing platform and thriving community of 3+M moms online. Formerly, he was the VP Advertising Sales at Technorati Media, blog data management,...

Donald Holcombe, Area Manager, QWEST COMMUNICATIONS INTERNATIONAL INCDonald Holcombe

Area Manager
QWEST COMMUNICATIONS INTERNATIONAL INC
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Donald S. Holcombe is an Area Manager of Virginia, Maryland, and Washington D.C. Field Operations with Qwest Communications. He has 23 years of experience in the telecommunications field involving equipment design, installation and maintenance. He is...

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GLG NewsSM Analyses by this Study Group's Leading Experts(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

SK Telecom is likely moving on with the sales of their Virgin Mobile shares.

August 5, 2009

Sprint Nextel-Virgin Mobile: What Does Sprint ‘Want to Be When It Grows Up?” | blogs.wsj.com

SK Telecom (SKT) is planning to sell all of its 15.3% shares of Virgin Mobiles USA for the pure investment purposes with Sprint acquiring Virgin Mobile USA. The 15.3% of shares are converted into a dismal 0.53% shares after Sprint's acquisition and this kills the South Korean global operator's strategic importance to Sprint. SK Telecom's future attempts to acquire any significant operator will definitely be on a hold for very long time with painful lessons learned from Helio MVNO.

Misleading Equinix (Data Center) Statistics

July 28, 2009

Upward Trend in Colo Revenue: Equinix Making $200 More Per Cabinet | www.datacenterknowledge.com

Revenue growth at Equinix and in the data center business is strong, but are you sure it's not just increasing power and cooling consumption? How do you know?

Data Center Pre-Earnings Market Update

July 16, 2008

Data Center Expansions Booming, Study Shows | searchdatacenter.techtarget.com

While the US macro economic fundamentals are weakening, the market for data centers remains strong.  Further, the restriction in access to finance is limiting supply growth significantly.  The benefits of this environment will be reaped by the established players.

Equinix Earnings Analysis

April 29, 2008

Equinix Posts Quarterly Profit | www.reuters.com

Equinix momentum continues, backed by a strong balance sheet and aggressive growth plans.  While pricing growth in the Americas has fallen to inflation levels, the well diversified company will continue to see strong revenue growth.  G&A growth is their one weakness.

The Insignificant Partnership of LLNW and Widevine for DRM

April 28, 2008

Limelight Teams up with Widevine for Content Security | www.lightreading.com

Limelight is doing the right thing by trying to include more advanced software features in its CDN offering, but the question is how many content owners are making DRM a key part of their short and long-term strategies? Focusing on streaming (via Flash Media Server and WMS) and dying technologies such as DRM probably isn't the most efficient strategy.

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Members in this Study Group include these company types:

  • Managed Service Provider
  • Individual/Small Consultancy
  • Internet Portal
  • IT Outsourcing Company
  • Data Services Provider
  • Wholesale Telecom Carrier

Members in this Study Group often have these job titles:

  • Director
  • Principal
  • President
  • Network Engineering Director
  • Consultant
  • Chief Information Officer
  • Chief Executive Officer

GLG Live Meetings with this Study Group's Leading Experts (?)

August 7, 2008 | Palo Alto

GLG Seminar: (Palo Alto) Online Advertising Sector

GLG Webcasts & Teleconferences

Leading Experts in Equinix Purchasers have not participated in any GLG webcasts.

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