Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of data center services specialist Equinix
So what: Given recent events in the networking industry, you'd be forgiven for thinking that Equinix got a buyout offer today. But it's actually simpler than that: This was a classic beat-and-raise performance in the first quarter, followed by the announcement of an ambitious expansion plan across Europe and the USA.
Now what: With Terremark and SAVVIS
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