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
