Because if you read all of the limited press on AirTrunk over...

Because if you read all of the limited press on AirTrunk over the past 6 months, they have a superior and disruptive play in the DC Market, hence they offer reduced Power Costs for the DC User. Whereas NextDC use a very traditional DC Design model, they would not buy NextDC because like all disruptive plays, NXT still use old technology. Also if you read what AirTrunk are doing, they are only targeting wholesale market, in other words, the very large global Cloud Service Providers, they are not interested in Retail Accounts that Next DC have as the bulk of their customers. Hence, a new player with reduced energy costs for the global cloud service providers are a major threat to NXT, because they have a completely different business model and cost structure, rather than selling Racks, they sell MW's. So NXT will need to compete against this to win the big accounts.