One obvious candidate seems to be Savvis (SVVS), which is trading sharply higher this morning.
FORBES: Data Center Feeding Frenzy! Terremark Goes; Who's Next?
Other companies mentioned include Bluelock, CSC, Fujitsu, GoGrid, Joyent, Rackspace, Savvis, SoftLayer, Terremark, and Tier 3.
Level 3 is looking into combining Savvis' servers with the power of P2P networks similar to Joost.
Other "content delivery networks, " with names like LimeLight Networks, Savvis and Mirror Image Internet, have popped up.
Robert McCormick, the chief executive of Savvis Communications, a computer networking firm, is accusing the club of fraud.
Intel also announced service provider partners such as Infosys, Savvis, T-Systems and Wipro.
Speculation on a possible deal for Savvis cropped up following other signs of consolidation in the Web hosting and data center sector.
The deal is taxable to Savvis holders for federal income tax purposes.
Level 3, one of the biggest owners of fiber-optic cables, recently bought part of Savvis' network business, making it perhaps Akamai's closest rival.
Savvis posted an adjusted EBITDA margin in the quarter of 27%, above the 25% level reported both in the September quarter and a year ago.
As I wrote in a blog post following the Time Warner deal, the Street began to see Savvis as the next one to go.
Cowen analyst Colby Synesael thinks it might be Savvis (SVVS).
The combination of CenturyLink and Savvis will be a powerhouse.
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