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INTERXION HOLDING NV

  • Risks Outweigh Emerging Market Opportunities for This Stock

    By Mark Lin - April 8, 2013 | Tickers: VNET, EQIX, INXN

    For any emerging market opportunity, it's always a case of weighing the risks that come with the opportunities. In the case of 21Vianet Group (NASDAQ: VNET), the low ROE, reflective of the commoditized nature of the business, coupled with the accompanying risks, will make me avoid this stock.

    21Vianet Group is the largest carrier-neutral Internet data center services provider in China. 21Vianet provides hosting and related services, managed network more »

  • Emerging Market Opportunities Do Not Offset Associated Risks For This Stock

    By Mark Lin - April 2, 2013 | Tickers: VNET, EQIX, INXN

    For any emerging market opportunity, it is always a case of weighing the risks that come with the opportunities. In the case of 21Vianet Group (NASDAQ: VNET), the low ROE, reflective of the commoditized nature of the business, coupled with the accompanying risks, will make me avoid this stock.

    21Vianet Group is the largest carrier-neutral Internet data center services provider in China. 21Vianet provides hosting and related services, managed network more »

  • Time To Buy Akamai?

    By Marshall Hargrave - February 21, 2013 | Tickers: AKAM, INXN, LVLT, LLNW, RAX

    The content delivery company Akamai Technologies (NASDAQ: AKAM) was down over 13% after its fourth quarter earnings announcement. Could this be a good time for investors to jump into the stock? I believe the company is at least worth considering.

    Although the stock was down, revenue was up 16% for the quarter on a year-over-year basis, and EPS beat consensus estimates. Akamai posted EPS of $0.54, compared to expectations more »

  • Rackspace and Equinix, a Tale of Two Cash Flows

    By Lee Samaha - May 11, 2012 | Tickers: DLR, EQIX, INXN, RAX | Editor's Choice

    Superficially, Equinix (NASDAQ: EQIX) and Rackspace (NYSE: RAX) have a lot in common. Both are high growth plays in the cloud computing sector. They also seem to be in similar stages of development in their industry life cycle. In other words, they are generating high revenue growth, but little cash flow. However, I would argue that they have different business models and, going forward, we could see divergence in some more »