Equinix won't be hurt by DuPont Fabros Open IX until 2017, says Pacific Crest Pacific Crest does not expect DuPont Fabros' (DFT) Open IX initiative to threaten Equinix until 2017. The firm notes that DuPont Fabros stated that pricing has stabilized, and Pacific Crest thinks that statement bodes well for the wholesale and retail colocation markets. It recommends buying Equinix.
DuPont Fabros price target raised to $38 on Yahoo extension at Barclays Barclays said DuPont Fabros' (DFT) tri-party agreement extending expiration related to Yahoo's (YHOO) sublease of its space in ACC4 to 2019 from 2017 removes an overhang. The firm raised its price target to $38 from $31 and maintains its Overweight rating.