Topics covered: Virtualization vs. Colocation, Re-Architecture of Data Center, M&A Rumors, Increasing Bandwidth/Data Storage Demand, Equinix Stock Selloff
Companies covered: Lincoln National Corporation (NYSE:LNC), Apple Inc. (NASDAQ:AAPL), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), STEC, Inc., NetApp, Inc. (NASDAQ:NTAP), Micron Technology, Inc. (NASDAQ:MU), 3M Company (NYSE:MMM), Intel Corporation (NASDAQ:INTC), Imation Corporation (NYSE:IMN), HP Inc (NYSE:HPQ), Hitachi Ltd., Microsoft Corporation (NASDAQ:MSFT), Terremark Worldwide, Inc., SAVVIS Inc., Rackspace Hosting, Inc (NYSE:RAX), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Vmware, Inc. (NYSE:VMW), PAR Technology Corporation (NYSE:PAR), International Business Machines Corporation (NYSE:IBM), Alphabet Inc (NASDAQ:GOOG), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL), Best Buy Co., Inc. (NYSE:BBY), ArcSight, Inc., Oracle Corporation (NYSE:ORCL), Netezza Corporation, Juniper Networks, Inc. (NYSE:JNPR), Isilon Systems, Inc., Emulex Corporation (NYSE:ELX), CommVault Systems, Inc. (NASDAQ:CVLT), Compellent Technologies, Inc., Amazon.com, Inc. (NASDAQ:AMZN), VeriSign, Inc. (NASDAQ:VRSN), Teradata Corporation (NYSE:TDC), Symantec Corporation (NASDAQ:SYMC), Syniverse Holdings Inc, Red Hat, Inc. (NYSE:RHT), Salesforce.com Inc (NYSE:CRM), Monotype Imaging Holdings Inc. (NASDAQ:TYPE)
Topics covered: Transparent IT and Pervasive Mobile Internet Trends, Oracle vs. IBM Integrated Enterprise Software Offerings, Emerging Market Credit Card Growth Opportunities, Domestic Regulatory Hurdles, Contactless-Enabled Mobile Adoption Acceleration
Companies covered: Terremark Worldwide, Inc., SAVVIS Inc., Rackspace Hosting, Inc (NYSE:RAX), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Cincinnati Bell Inc (NYSE:CBB), Apple Inc. (NASDAQ:AAPL), Advent Software, Inc. (NASDAQ:ADVS), ACI Worldwide, Inc. (NASDAQ:ACIW), Western Union Company (The) (NYSE:WU), Walmart Inc. (NYSE:WMT), Wells Fargo & Company (NYSE:WFC), Verizon Communications Inc. (NYSE:VZ), Visa Inc. (NYSE:V), U.S. Bancorp (NYSE:USB), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), Research In Motion Ltd., Radiant Systems Inc., Verifone Systems, Inc. (NYSE:PAY), Nokia Corporation (NYSE:NOK), NCR Corporation (NYSE:NCR), MICROS Systems, Inc., McDonald's Corporation (NYSE:MCD), Mastercard Incorporated (NYSE:MA), Intuit Inc. (NASDAQ:INTU), Hypercom Corp., Goldman Sachs Group, Inc. (The) (NYSE:GS), Fidelity National Information Services, Inc. (NYSE:FIS), Euronet Worldwide, Inc. (NASDAQ:EEFT), Diebold, Incorporated (NYSE:DBD), Capital One Financial Corporation (NYSE:COF), Bank of America Corporation (NYSE:BAC), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), Cisco Systems, Inc. (NASDAQ:CSCO), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), Sybase, Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Novell Inc., Microsoft Corporation (NASDAQ:MSFT), Lawson Software, Inc., JDA Software Group Inc., International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Salesforce.com Inc (NYSE:CRM), Ariba Inc., Accenture plc. (NYSE:ACN), Aerosonic Corp., Deltek, Inc
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
Topics covered: Stimulus IT Upgrade Incentives Drive Demand, Priced-in Near-Term Growth, M&A Forecast for Health Care IT Sector, EHR Market Penetration Vs. Long-Term Growth Prospects, EHR Adoption Forecast, Allscripts CEO Post-Merger Outlook
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), The Charles Schwab Corporation (NYSE:SCHW), International Business Machines Corporation (NYSE:IBM), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), Omnicell, Inc. (NASDAQ:OMCL), MedAssets, Inc. (NASDAQ:MDAS), McKesson Corporation (NYSE:MCK), Computer Programs and Systems, Inc. (NASDAQ:CPSI), TeleCommunication Systems, Inc. (NASDAQ:TSYS), Northrop Grumman Corporation (NYSE:NOC), NICE Limited (NASDAQ:NICE), Lockheed Martin Corporation (NYSE:LMT), HP Inc (NYSE:HPQ), General Dynamics Corporation (NYSE:GD), Elbit Systems Ltd. (NASDAQ:ESLT), Dell Inc. (NASDAQ:DELL), Cogent Inc., Acxiom Corporation (NASDAQ:ACXM), WellPoint Inc., SXC Health Solutions, Corp., Satyam Computer Services Ltd., Document Security Systems Inc.
Topics covered: Singapore Fund, Recovery for Emerging Markets, Investing in Africa, Global Tactical ETF Investing, Global Macro Absolute Return Investing
Companies covered: Walmart Inc. (NYSE:WMT), Honda Motor Company, Ltd. (NYSE:HMC), CPB Inc. (NYSE:CPF), Wright Medical Group, Inc. (NASDAQ:WMGI), NuVasive, Inc. (NASDAQ:NUVA), MAKO Surgical Corp., Kinetic Concepts Inc., Johnson & Johnson (NYSE:JNJ), Hill-Rom Holdings Inc (NYSE:HRC), Baxter International Inc. (NYSE:BAX), Yum! Brands, Inc. (NYSE:YUM), Pepsico, Inc. (NASDAQ:PEP), Novartis AG (NYSE:NVS), McDonald's Corporation (NYSE:MCD), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Caterpillar, Inc. (NYSE:CAT), Verizon Communications Inc. (NYSE:VZ), Vulcan Materials Company (NYSE:VMC), Statoil ASA (NYSE:STO), Royal Gold, Inc. (NASDAQ:RGLD), Petrobras Argentina S.A. (NYSE:PZE), Northgate Minerals Corp., Newmont Corporation (NYSE:NEM), Martin Marietta Materials, Inc. (NYSE:MLM), Minefinders Corp. Ltd., Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), BP p.l.c. (NYSE:BP), Yamana Gold Inc. (NYSE:AUY), Baidu, Inc. (NASDAQ:BIDU), Apple Inc. (NASDAQ:AAPL), lululemon athletica inc. (NASDAQ:LULU), Hawk Corp., Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG)
