Topics covered: Wireless Carriers Compete for Spectrum, Smartphone Operating Systems, Emerging Markets Growth Shifts to Data ARPU, 4G LTE and 3G Infrastructure Upgrades
Companies covered: United Rentals, Inc. (NYSE:URI), RSC Holdings, Inc., Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), H&E Equipment Services, Inc. (NASDAQ:HEES), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Research In Motion Ltd., QUALCOMM Incorporated (NASDAQ:QCOM), Nokia Corporation (NYSE:NOK), Boingo Wireless, Inc. (NASDAQ:WIFI), Vodafone Group Plc (NASDAQ:VOD), Telefonica SA (NYSE:TEF), Sprint Corporation (NYSE:S), Rackspace Hosting, Inc (NYSE:RAX), MetroPCS Communications Inc., NII Holdings Inc., Leap Wireless International In, Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), America Movil, S.A.B. de C.V. (NYSE:AMX), Cisco Systems, Inc. (NASDAQ:CSCO), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Atmel Corporation (NASDAQ:ATML), Texas Instruments Incorporated (NASDAQ:TXN), TriQuint Semiconductor, Inc., Skyworks Solutions, Inc. (NASDAQ:SWKS), STMicroelectronics N.V. (NYSE:STM), RF Micro Devices Inc., NVIDIA Corporation (NASDAQ:NVDA), NetLogic Microsystems Inc., Maxim Integrated Products, Inc. (NASDAQ:MXIM), Marvell Technology Group Ltd. (NASDAQ:MRVL), LSI Corporation, Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), On Assignment, Inc. (NYSE:ASGN), Loral Space and Communications, Inc. (NASDAQ:LORL), Warwick Valley Telephone Co., Ryder System, Inc. (NYSE:R)
