Sunday, May 11, 2008

Where is the next VANCO

In May 2008 respected stock watchers The Motley Fool rated Savvis as the worst stock in the world like Vanco they offer VNO services and boy have they had a rough year.

I thought it was a little harsh; at least they have some of their own network real estate. But we're already pulling reports off our systems on Savvis' customers, alongside those of VANCO, so watch this space.

Overall, we think 2008 will be a difficult time for VNOs large and small, they are effectively margin traders, and the big network providers seem pretty hostile to them just as their customers are putting the elbow on them to keep their prices down.

Many of the larger players have started offering VNO style services themselves and I am picking up quite a lot of undisguised glee from the bigger ISPs.

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