Some quick catchup with news from overseas — Rackspace down under, Equinix in southeast Asia, and PCCW in the Middle East:
Cloud hosting provider Rackspace Hosting (NYSE:RAX, news, filings) is expanding its presence down under. Yesterday the company announced the opening of its first data center in Australia, located in western Sydney. The new facility will give them a much stronger position in serving the local market, including the ability to guarantee compliance with Australias’ National Privacy Principals and other regulatory frameworks. Aamongst Rackspace’s early customers for the service is Kogan.
A few thousand miles to the north, Equinix picked up another international partner for its Platform Equinix community. Telin, the international arm of Indonesia’s PT Telkom, has selected it for secure connectivity in Equinix’s Hong Kong (HK1) and Singapore (SG1) data centers in Asia and its Los Angeles (LA1) and Silicon Valley (SV8) data centers on the west coast. Telin would likely have been combined with Pacnet if PT Telkom had purchased the company as it had been considering. Instead, they are boosting their bandwidth on both the Asia America Gateway and the upcoming South East Asia Japan Cable.
Renesys and ArsTechnica both have very interesting pieces out about Syria’s dependence on Chinese connectivity to keep the internet running. Sanctions on Syria, amongst other things, have made it impossible for many transit providers to do business there, and thus PCCW is now handling 3/4 or more of the troubled country’s traffic. Yep, China is helping someone to not get cut off from the rest of the internet – great firewall and all, an event that would be highly counterproductive from a US point of view. Gotta wonder what they’re thinking in DC. Wait, strike that, I actually don’t want to hear what they’re thinking in DC anymore these days.
Arizona-based Phoenix NAP has expanded its cloud infrastructure across the Atlantic with the official launch of a new cloud node in Amsterdam, operating out of Interxion’s facility there. They’re offering their Secured Cloud on-demand computing product now, with other IT services potentially to follow depending on demand.
And reports say that Level 3 has restructured its enterprise sales team in Ireland and the UK. The new setup will focus on four verticals: media, broadcast and gaming; finance; e-commerce and e-tail; and travel and logistics. They’re looking to start taking share in the enterprise sector to offset the weaknesses they’ve been fighting in the UK government sector, looking to take advantage of those former Global Crossing assets in new ways.
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Maybe Level 3’s restructuring will help them increase top line growth by .1% to a whopping. 8% for next qtr. I am sure there will be a 20% increase in bonuses to offset that for the already overpaid execs.
Or, maybe they will buy that flea bitten dog over the pond controlled by Fidelity, COLT, and combine organic and inorganic growth in the enterprise space at “double digits” according to their revisited, newly found success here in the U.S.
Remembering Kevin O’Hara before his CF experience tied to integration, “It’s fairly easy to grow from one percent to two percent market share” tied to a one billion dollar base……Unfortunately, we later learned that the one billion dollar base represented about 3 percent of the “addressable market” for Level 3’s U.S. “Enterprise Market.”
I know already…next quarter.
Colt’s Sugar Daddy, Fidelity or FMR, is fast becoming a major Level 3 owner again. Between its founder, a Bronxite from NY including his working ties to Fidelity, COLT, once known as the City Of London Telecom, is All American inside.
With FMR now the eighth largest Big (3) owner, it is so simple that the two AMALGAMATE in England in order to accomplish both of their expansion plans throughout Europe.
In 56 more quarters will Fidelity still be here?
http://www.nasdaq.com/symbol/lvlt/institutional-holdings
CarlK, We are in talks with Colt and a deal is in the makings.
Walter, I would prefer to see the GBP weaken a little bit further before your boys pounce hard. Just a little more patience. Straight debt, and no stock please, since we can kill them on price if they don’t capitulate…….Besides, their primary owner is all stocked up in us already!
http://www.x-rates.com/graph/?from=USD&to=GBP&amount=1
Coming right behind Orange Business were both Verizon (NYSE: VZ) and Colt (Nasdaq: COLT), which continued to hold onto their No. 2 and 3 rankings on the global Leaderboard.
Read more: Orange remains dominant global Ethernet player, says Vertical Systems Group – FierceTelecom http://www.fiercetelecom.com/story/orange-remains-dominant-global-ethernet-player-says-vertical-systems-group/2012-08-24#ixzz24Tubfc73
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