Summary: 451 Research put out commentary and a number of predictions about the impact of M&A on the future of the European colocation market. It believes a consolidation wave is coming – to be kicked off with a possible combination involving Telecity-Equinix-Interxion – that will cause a ‘seismic shift’ in the competitive landscape. We find this type of commentary to be nothing more than over-the-top hand waving and the analysis is lacking in attention to the nuances of competitive dynamics. We take a closer look and dispel some of the mistruths.
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