RE: Canaccord's Latest ReportSome interesting points mentioned...
Investment risks
• Technological changes that could decrease the value of assets already deployed.
- Most tech companies know that anything they buy, whether it be laptops, .routers, etc. the value drops very quickly.
I wonder if peer1 buys their hardware? Or finances it? What would be cheaper over the lifespan of enterprise networking gear?
• Increased costs of operations such as electricity.
- This is something they should be definately looking at. Especially with their outsourced hosting business. That massive amount of servers must consume a ton of power, and cooling, etc. They should be looking at things like DC servers (read an article about them getting more popular) , more efficent power supplies, etc.. The electricity price is sure to go up, and it must be a decent size cost.
Nevertheless, this week should be interesting to see what happens. Buckle up!