Equinix vs Switch & Data??

http://seekingalpha.com/article/128331-equinix-vs-switch-and-data-which-is-the-better-network-neutral-colocation-company?source=yahoo

I’ve been struggling to put Equinix into a bucket as the REIT marekt is pretty easily defined and the dedicated/managed services market is to…since I had begun to loose sight of “carrier neutral hotels”, I guess I just didn’t think of that model as being germane given most REITs today have a myriad of carriers already…and this article comes along.

This puts these two companies head to head, but where is the push into managed, higher margin services and which one will get there first?  (my bet – Equinix)

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