some interesting quotes out of Equinix's last qtr conference call - the leaders in all things cloud related.
"Customers are thinking differently about how they interact with their customers in every element of their supply chain. And the major tech trends whether it be AI, IoT, big data or 5G are all amplifying this digital tailwind. In the wake of this digital transformation wave, a clear architecture of choice has emerged for our customers. That architecture is global, highly distributed, hybrid and multi-cloud."
"Software-defined networking is acting as a catalyst for our interconnection value prop, reducing the friction for buyers, and creating a thriving environment that is driving demand across all our interconnection offerings"
Megaport is absolutely in the right space; - and it appears, through it being so quickly adopted, as though it has a compelling value proposition of its own.
MP1 Price at posting:
$4.05 Sentiment: Buy Disclosure: Held
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