Iron Mountain, Inc. (IRM)

dsage1 (< 20) Submitted: 6/01/08 5:02 PM : Start Price: $30.02 IRM Score: -10.21

Negative:





1. Company appears to be lagging behind in electronic data storage, which will likely prove to be a significant long-term problem. EDS purchased by HPQ is the beginning. Expect the other 100 pound gorillas of tech to follow.


2. All the other consulting/value add services will come under increased competition in the longer-term due to large multinationals focusing in on services.


3. Limited resources to compete against larger more established competitors.








Positives:





1. Short-term they should be all right, since some of their niches are hospitals, governments organizations, accounting, legal, insurance, etc. However, even the US govt & hospitals, while about 15-30 years behind the Silicon Valley will one day figure it out and go digital (sometimes I'm not sure though).


2. Have established a good brand, serious continued reorganization is needed though.


3. Buffet.

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