Topics covered: Mobile Computing, IT Consolidation Activity, Internet Infrastructure Build, Flash Memory, Data Hosting Centers, Cybersecurity, Cloud Computing Secular Trends
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Rackspace Hosting, Inc (NYSE:RAX), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), CoreSite Realty Corporation (NYSE:COR), American Tower Corporation (REIT) (NYSE:AMT), Cisco Systems, Inc. (NASDAQ:CSCO), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Xyratex Ltd., Vmware, Inc. (NYSE:VMW), TiVo Inc. (NASDAQ:TIVO), Riverbed Technology, Inc. (NASDAQ:RVBD), QLogic Corporation (NASDAQ:QLGC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), Juniper Networks, Inc. (NYSE:JNPR), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), F5 Networks, Inc. (NASDAQ:FFIV), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Datalink Corporation (NASDAQ:DTLK), Dell Inc. (NASDAQ:DELL), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Verizon Communications Inc. (NYSE:VZ), Symantec Corporation (NASDAQ:SYMC), Sourcefire, Inc., Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CenturyLink, Inc. (NYSE:CTL), Citrix Systems, Inc. (NASDAQ:CTXS), CA Inc. (NASDAQ:CA), Autodesk, Inc. (NASDAQ:ADSK), Apple Inc. (NASDAQ:AAPL), Dealertrack Technologies, Inc. (NASDAQ:TRAK), Tibco Software Inc., Teradata Corporation (NYSE:TDC), SAP SE (NYSE:SAP), Parametric Technology Corporat, Netsuite Inc (NYSE:N), Kenexa Corp., Intuit Inc. (NASDAQ:INTU), Informatica Corporation (NASDAQ:INFA), Salesforce.com Inc (NYSE:CRM), Ariba Inc., GlobalSCAPE, Inc. (NYSEMKT:GSB), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX)
