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)
