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Colin V's avatar

Doesn't Google have a large collection of peering points/interconnect agreements for it's consumer business that they could leverage?

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310 Value's avatar

The bears may have a case about wholesale data centers; however, they are wrong to pain the whole industry with the same brush. The biggest concern for Equinix is capital allocation, which they've been pretty good at save one bad deal they did early in their life. Large deals are fine, but they better be compelling and become a platform for ample new growth.

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