Huberty sees a divergence in the server market, with a 1% decline this year in server shipments into company-owned data centers, while managed hosting and cloud server shipments grow int he double digits.

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We also note that the inherent growth in its cloud and managed hosting base underscores our thesis that the data center and managed hosting sectors will continue to demonstrate the best organic growth in the telecom sector.

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Our play in the cloud business is to attract as many of these managed and dedicated hosting companies that are selling the cloud offerings to put their cloud infrastructure into our data centers.

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They must sell public cloud compute IaaS as a stand-alone service, without the requirement to bundle it with managed hosting, application development, application maintenance or other outsourcing.

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