Topics covered: Semiconductor Manufacturer Consolidation, Semiconductor Content Increase Across Verticals, Energy Efficiency, Cloud Computing and Telecommunications
Companies covered: Wyndham Worldwide Corp (NYSE:WYN), Marriott International (NASDAQ:MAR), Intercontinental Hotels Group (NYSE:IHG), Host Hotels & Resorts, Inc. (NYSE:HST), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Choice Hotels International, Inc. (NYSE:CHH), Cisco Systems, Inc. (NASDAQ:CSCO), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Texas Instruments Incorporated (NASDAQ:TXN), AT&T Inc. (NYSE:T), Synaptics Incorporated (NASDAQ:SYNA), SanDisk Corporation (NASDAQ:SNDK), Oracle Corporation (NYSE:ORCL), NetLogic Microsystems Inc., Micron Technology, Inc. (NASDAQ:MU), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Microchip Technology Incorporated (NASDAQ:MCHP), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Alphabet Inc (NASDAQ:GOOG), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Alcatel Lucent (NYSE:ALU), Avago Technologies Limited (NASDAQ:AVGO), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), STMicroelectronics N.V. (NYSE:STM), QUALCOMM Incorporated (NASDAQ:QCOM), PMC - Sierra, Inc. (NASDAQ:PMCS), NVIDIA Corporation (NASDAQ:NVDA), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Amazon.com, Inc. (NASDAQ:AMZN), Verizon Communications Inc. (NYSE:VZ), Lattice Semiconductor Corporation (NASDAQ:LSCC), EZchip Semiconductor Limited (NASDAQ:EZCH), Linear Technology Corporation (NASDAQ:LLTC), Hittite Microwave Corporation, Allegiant Travel Company (NASDAQ:ALGT), Wynn Resorts, Limited (NASDAQ:WYNN), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Orbitz Worldwide, Inc. (NYSE:OWW), Orient-Express Hotels Ltd., MGM Resorts International (NYSE:MGM), McDonald's Corporation (NYSE:MCD), Las Vegas Sands Corp. (NYSE:LVS), Isle of Capri Casinos, Inc. (NASDAQ:ISLE), Expedia, Inc. (NASDAQ:EXPE), Carnival Corporation (NYSE:CCL), Boyd Gaming Corporation (NYSE:BYD), Ameristar Casinos Inc., MHI Hospitality Corp., Cabot Microelectronics Corporation (NASDAQ:CCMP), Atmel Corporation (NASDAQ:ATML)
