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PAIX
- From: David Diaz
- Date: Wed Nov 13 14:09:16 2002
Since it seems to be public, no harm in sharing it.
http://biz.yahoo.com/djus/021113/1031000599_1.html
I am sure a lot of customer will feel better. Stronger balance sheet
means Switch and Data will be a definite survivor and so will PAIX.
Looks like we're coming back to a peering location consolidation
again. Equinix and S&D (PAIX) will be the new peering exchanges.
Question is, outside of 6 exchanges domestically, what scenario would
force a move to doubling that to 12. Long haul circuits rising
again, or perhaps some new killer app. Right now seems domestically
6 may be all we need.
--
David Diaz
dave@smoton.net [Email]
pagedave@smoton.net [Pager]
Smotons (Smart Photons) trump dumb photons
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