Topics covered: PCIe Storage, Managed Hosting and Cloud Computing, Internet Infrastructure Build, Flash Memory, Data Hosting Centers, Data Center REITS, Data Center Expansion, Colocation, Cloud Computing Secular Trends, Cloud Computing and the Virtual Desktop, Big Data
Companies covered: Brocade Communications Systems, Inc. (NASDAQ:BRCD), Apple Inc. (NASDAQ:AAPL), Vmware, Inc. (NYSE:VMW), AT&T Inc. (NYSE:T), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Mellanox Technologies, Ltd. (NASDAQ:MLNX), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), CommVault Systems, Inc. (NASDAQ:CVLT), Coherent, Inc. (NASDAQ:COHR), ASML Holding N.V. (NASDAQ:ASML), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), STEC, Inc., Synnex Corporation (NYSE:SNX), SanDisk Corporation (NASDAQ:SNDK), Rofin-Sinar Technologies, Inc. (NASDAQ:RSTI), Newport Corporation (NASDAQ:NEWP), 3M Company (NYSE:MMM), Intevac, Inc. (NASDAQ:IVAC), IPG Photonics Corporation (NASDAQ:IPGP), Intel Corporation (NASDAQ:INTC), Imation Corporation (NYSE:IMN), Hutchinson Technology Incorporated (NASDAQ:HTCH), Cymer Inc., Comcast Corporation (NASDAQ:CMCSA), Time Warner Cable Inc (NYSE:TWC), Internap Corporation (NASDAQ:INAP), Equinix, Inc. (NASDAQ:EQIX), DIRECTV (NASDAQ:DTV), Digital Realty Trust, Inc. (NYSE:DLR), DISH Network Corporation (NASDAQ:DISH), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Amazon.com, Inc. (NASDAQ:AMZN), Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Amphenol Corporation (NYSE:APH), Tech Data Corporation (NASDAQ:TECD), Teradata Corporation (NYSE:TDC), Rackspace Hosting, Inc (NYSE:RAX), Plexus Corp. (NASDAQ:PLXS), Oracle Corporation (NYSE:ORCL), Lexmark International, Inc. (NYSE:LXK), Ingram Micro Inc. (NYSE:IM), Flextronics International Ltd. (NASDAQ:FLEX), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Salesforce.com Inc (NYSE:CRM), Cincinnati Bell Inc (NYSE:CBB), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), 8x8 Inc (NASDAQ:EGHT), Windstream Holdings, Inc. (NASDAQ:WIN), tw telecom inc., ShoreTel, Inc. (NASDAQ:SHOR), Premiere Global Services, Inc. (NYSE:PGI), Level 3 Communications, Inc. (NYSE:LVLT), EarthLink Holdings Corp. (NASDAQ:ELNK), Cbeyond, Inc.
