Topics covered: Virtualization vs. Colocation, Re-Architecture of Data Center, M&A Rumors, Increasing Bandwidth/Data Storage Demand, Equinix Stock Selloff
Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Wipro Limited (NYSE:WIT), Verizon Communications Inc. (NYSE:VZ), Vmware, Inc. (NYSE:VMW), AT&T Inc. (NYSE:T), SAP SE (NYSE:SAP), Sprint Corporation (NYSE:S), Research In Motion Ltd., Red Hat, Inc. (NYSE:RHT), PAR Technology Corporation (NYSE:PAR), Oracle Corporation (NYSE:ORCL), Nokia Corporation (NYSE:NOK), Microsoft Corporation (NASDAQ:MSFT), Motorola Inc., International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Dell Inc. (NASDAQ:DELL), Salesforce.com Inc (NYSE:CRM), Clearwire Corporation
