Topics covered: Social Networking Economics, Internet Infrastructure and Services Consolidation, Increased Mobile Content Traffic, Chinese Online Monetization Trends
Companies covered: support.com, Inc. (NASDAQ:SPRT), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), Tibco Software Inc., Rackspace Hosting, Inc (NYSE:RAX), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), International Business Machines Corporation (NYSE:IBM), F5 Networks, Inc. (NASDAQ:FFIV), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Alphabet Inc (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), Activision Blizzard, Inc (NASDAQ:ATVI), Yahoo! Inc. (NASDAQ:YHOO), Sony Corp Ord (NYSE:SNE), Nordstrom, Inc. (NYSE:JWN), eBay Inc. (NASDAQ:EBAY), Cisco Systems, Inc. (NASDAQ:CSCO), Juniper Networks, Inc. (NYSE:JNPR), FLIR Systems, Inc. (NASDAQ:FLIR), Sourcefire, Inc.
