Here are some other items of interest I have run across recently:
- Wachovia initiates coverage on Data Center Space. "We believe the network neutral data center space represents a relatively safe derivative way to play on the continued growth of IP and internet traffic."
- Reuven Cohen has a very interesting blog post: "Cloud Interoperability and The Neutrality Paradox.
- Matt Stansberry has the Biggest Stories of 2008 article.
- The Seeking Alpha blog has a very nice write-up on the Equinix presentation, given with Dan Golding from Tier 1 Research: Operating Today's Data Centers & Key Industry Trends That Will Affect Your Business. This is a very nice presentation with some really good insights to supply and demand for the industry.
- As some of you know.... I have a pretty strong side interest in data center site selection. So much so I published a white paper on the topic last year. I am a visual learner, so I love having all of the maps of the U.S. for natural disasters and other things. I have started to work on a second version of the paper and recently found another map that is interesting. The International Journal of Health Geographics recently published some new research: Spatial patterns of natural hazards mortality in the United States. The paper "examines the spatial patterns of natural hazard mortality at the county-level for the U.S. from 1970-2004 using a combination of geographical and epidemiological methods". Click through to the PDF to see the various maps.