Topics covered: Strong Quarterly Earnings Reports, Managed Hosting and Cloud Computing, International Enterprise and Consumer Demand, Increasing Secular Digitization, Data Center Expansion, Colocation
Companies covered: Microsoft Corporation (NASDAQ:MSFT), Itron, Inc. (NASDAQ:ITRI), Honeywell International Inc. (NYSE:HON), Alphabet Inc (NASDAQ:GOOG), General Electric Company (NYSE:GE), ESCO Technologies Inc. (NYSE:ESE), EnerNOC, Inc. (NASDAQ:ENOC), Comverge, Inc., Amazon.com, Inc. (NASDAQ:AMZN), 21Vianet Group, Inc. (NASDAQ:VNET), Yahoo! Inc. (NASDAQ:YHOO), Rackspace Hosting, Inc (NYSE:RAX), Netflix, Inc. (NASDAQ:NFLX), International Business Machines Corporation (NYSE:IBM), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Salesforce.com Inc (NYSE:CRM), CoreSite Realty Corporation (NYSE:COR), Caterpillar, Inc. (NYSE:CAT), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), tw telecom inc., AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., NII Holdings Inc., Leap Wireless International In, CenturyLink, Inc. (NYSE:CTL), Cbeyond, Inc., America Movil, S.A.B. de C.V. (NYSE:AMX), Cisco Systems, Inc. (NASDAQ:CSCO), Internap Corporation (NASDAQ:INAP), Cincinnati Bell Inc (NYSE:CBB), Akamai Technologies, Inc. (NASDAQ:AKAM), GlobalSCAPE, Inc. (NYSEMKT:GSB), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Oracle Corporation (NYSE:ORCL), Nuance Communications, Inc. (NASDAQ:NUAN), Limelight Networks, Inc. (NASDAQ:LLNW), BTU International Inc., FuelCell Energy, Inc. (NASDAQ:FCEL)
