North American Network Operators Group
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PAIX

  • From: David Diaz
  • Date: Wed Nov 13 14:09:16 2002

Since it seems to be public, no harm in sharing it.

http://biz.yahoo.com/djus/021113/1031000599_1.html

I am sure a lot of customer will feel better. Stronger balance sheet means Switch and Data will be a definite survivor and so will PAIX. Looks like we're coming back to a peering location consolidation again. Equinix and S&D (PAIX) will be the new peering exchanges.

Question is, outside of 6 exchanges domestically, what scenario would force a move to doubling that to 12. Long haul circuits rising again, or perhaps some new killer app. Right now seems domestically 6 may be all we need.


--

David Diaz
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  • References:
    • CW? Alex Rubenstein