Monday, March 09, 2009

Data Center Stocks

Remember the part about the economy getting worse before it gets better? Well.... the data center stock index I started back in October continues to set new lows. Today's value was $16.41. I also started tracking 4 colocation companies in a separate index; Equinix, Terremark, Savvis and Switch and Data. Here are my Google Spreadsheet charts for those indexes:

DataCenter Stock Index

Colocation Stock Index

Forbes reported today that Google and Cisco are being eyed as possible Dow candidates. Cisco is getting almost as good as Apple at creating a buz on the net. Eweek reports that Cisco is planning to unveil a new data center strategy on March 16. Much of the speculation was about their new servers, potentially equipped with VMWare software.

"The company would not disclose details of the March 16 announcements on Monday, but a spokeswoman acknowledged that the event would be related to the
speculation. Chief Executive John Chambers and other Cisco executives will
unveil new technology and partnerships, Cisco said."

Speaking of creating a buzz.....I think this video at the Onion is perhaps the funniest one they have done in some time (and they do some funny stuff!).

Finally -- listen to the master investor for a good big picture on the economy and where we are going ; Warren Buffet talks on CNBC.

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