Outperform - Price 9.42 on May 5
by Raymond James

DuPont Fabros Technology [which operates wholesale data centers] reported generally in-line first-quarter results, while reiterating FY09 funds-from-operations/ share guidance and dividend expectations. First-quarter FFO per share, 25 cents, was 1 cent above our estimate and consensus 24 cents, at the high end of [guidance]...while the shares have recovered strongly from (too-low) lows earlier this year -- up 355%, versus the REIT Index's 7% loss. Dividends for the year are expected to be between 17 cents and 23 cents a share....Still, the stock's now trading just north of $8 million per megawatt, versus replacement cost of $12 million-plus/MW for its extremely complex data-center assets. Market cap: $380 million.

Cramer: Market's in an Overselling Cycle
The rally on Wednesday is more or less to do with profit-taking, says Jim Cramer.

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association w/ tech. Supplier of commodity experiencing growth

bad re company