Topics covered: Social Networking Economics, Internet Infrastructure and Services Consolidation, Growing Cybersecurity Demand, Enterprise Adoption of Cloud Computing
Companies covered: Equity One, Inc. (NYSE:EQY), Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Websense, Inc., VeriSign, Inc. (NASDAQ:VRSN), Vmware, Inc. (NYSE:VMW), Symantec Corporation (NASDAQ:SYMC), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Sourcefire, Inc., Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL), Blue Coat Systems Inc., Celgene Corporation (NASDAQ:CELG), Amgen Inc. (NASDAQ:AMGN), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Sanofi (NYSE:SNY), NPS Pharmaceuticals, Inc. (NASDAQ:NPSP), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Gilead Sciences, Inc. (NASDAQ:GILD), Roper Industries, Inc. (NYSE:ROP), PerkinElmer, Inc. (NYSE:PKI), IDEX Corporation (NYSE:IEX), Danaher Corporation (NYSE:DHR), AMTEK, Inc. (NYSE:AME), Agilent Technologies, Inc. (NYSE:A), General Finance Corporation (NASDAQ:GFN), NanoViricides, Inc. (NYSEAMERICAN:NNVC)
