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
Interested in more info on Equinix? Add it to your watchlist.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is investors writing for investors.
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