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Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
9/22/2016 | 5:40:38 PM
Diplomatic
"I can't tell you why they are winning it, but my perception is that they are willing to make investments at price points that a more disciplined set of investors are unwilling to make,"

That's a very diplomatic way of saying he thinks his competitors are throwing money away. 
tojofay
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tojofay,
User Rank: Light Sabre
9/22/2016 | 9:38:57 AM
a fundamental truth
"Every cloud needs to have good quality, low-latency networks and that is something Equinix does well." Equinix is an Infinera customer.


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