1【 以下文字转载自 Stock 讨论区 】
发信人: good (哈哈), 信区: Stock
标 题: Data Center 行业的长期投资
发信站: BBS 未名空间站 (Wed Jun 28 17:00:23 2006)
Some modification: this is an open discussion, I have not finalized the thread. I need your inputs from industry.
* This post is only for discussion at this time, NOT a recommendation.
* I need more research and your valueful inputs here.
* This is a long term play. I expect 3-5 baggers in next 2-3 years;
* I am holding stocks of SVVS and TWW, whi
2Cost to build Data center
1. Financial companies to build data centers in Vigina/Maryland
* 2003 data
* $480M for 730K sqf. = $660/sqf;
* location is very important;
2. June 2006, EQIX to invest $165M in Chicago DC
* $165M for 230K sqf = $720/sqf;
* just 1st phase;
* expects annual rev $80M, profit margin 70%
3. June 2006, Business W