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Packet's blog post: https://www.packet.com/blog/ping-power-processors/ https://www.packet.com/blog/ping-power-processors/ This is probably a good play for Equi

Packet's blog post: https://www.packet.com/blog/ping-power-processors/ https://www.packet.com/blog/ping-power-processors/ This is probably a good play for Equinix as it provides a lower barrier to entry to a segment of the market that they typically haven't engaged (Packet being largely profitable probably helps). In addition, I believe Packet already had presence in a number of Equinix datacenters so "landlord buys tenant" comes to mind...

shaklee3 7y ago
How do you know they're profitable?
- donalhunt 7y ago
  Assumption based on 1) their pricing model and 2) them being acquired by Equinix (who I consider quite conservative).
  - shaklee3 7y ago
    I believe their pricing model was cheaper than any of the major cloud providers for an equivalent compute and networking resources. Given that their margins are also lower due to the volumes, I wouldn't think that it's obvious that they were profitable just by their pricing model.
    - qaq 7y ago
      Their control plane is more simple
dang 7y ago
That's more readable, so we've changed the URL above to it from https://www.equinix.com/newsroom/press-releases/pr/123868/Equinix-to-Acquire-Bare-Metal-Leader-Packet/ https://www.equinix.com/newsroom/press-releases/pr/123868/Eq.... Thanks!
gimmeThaBeet 7y ago
Yeah, it feels like it has a lot of potential on paper, packet does a lot of stuff well that Equinix probably was thinking "why aren't we doing that? why isn't that us?" It feels like one of those cases where you really want that vision to survive at scale. Making it easier for Equinix to leverage its resources to get people cloud-y style capabilities that isn't attached at the hip to the other clouds sounds like it would be a pretty good thing. And for Equinix themselves, being able to expand their direct offerings without stepping directly on the toes of the other cloud giants that are also its customers is likely always a good thing in itself.

shaklee3 7y ago

How do you know they're profitable?

donalhunt 7y ago
Assumption based on 1) their pricing model and 2) them being acquired by Equinix (who I consider quite conservative).
- shaklee3 7y ago
  I believe their pricing model was cheaper than any of the major cloud providers for an equivalent compute and networking resources. Given that their margins are also lower due to the volumes, I wouldn't think that it's obvious that they were profitable just by their pricing model.
  - qaq 7y ago
    Their control plane is more simple

dang 7y ago

That's more readable, so we've changed the URL above to it from https://www.equinix.com/newsroom/press-releases/pr/123868/Equinix-to-Acquire-Bare-Metal-Leader-Packet/ https://www.equinix.com/newsroom/press-releases/pr/123868/Eq.... Thanks!

gimmeThaBeet 7y ago

Yeah, it feels like it has a lot of potential on paper, packet does a lot of stuff well that Equinix probably was thinking "why aren't we doing that? why isn't that us?" It feels like one of those cases where you really want that vision to survive at scale. Making it easier for Equinix to leverage its resources to get people cloud-y style capabilities that isn't attached at the hip to the other clouds sounds like it would be a pretty good thing. And for Equinix themselves, being able to expand their direct offerings without stepping directly on the toes of the other cloud giants that are also its customers is likely always a good thing in itself.