Note that there is a good article on data centres above the second part of the tz article on page 32.
It talks about 'Australian based operators are planning to inject a record $US2.6 billion ($2.5 billion) into their facilities...'
The article highlights the sheer volume of money going into the sector (of which TZ is at the forefront of data protection, after signing the NextDC deal) but also warns of an over-supply in the market.
I also note that NextDC is the FIRST company mentioned, in the article, in the list of companies that rent out server space to companies and government agencies- further validation of who TZ has just signed a deal with! Nice!
Final interesting point: "Interestingly, the 2011 survey by Datacentre Dynamics found that the Australian data sector believes more strongly than any other market in the world that legislation and regulation will have major impact on their operations" - Even better for TZ IXP solutions!
TZL Price at posting:
44.6¢ Sentiment: Buy Disclosure: Held
