Topics covered: Managed Hosting and Cloud Computing, International Enterprise and Consumer Demand, Flash Memory, Data Hosting Centers, Data Center REITS, Colocation, Cloud Computing Secular Trends
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), TE Connectivity Ltd. (NYSE:TEL), Seagate Technology. (NASDAQ:STX), STEC, Inc., Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), Microsoft Corporation (NASDAQ:MSFT), Jabil Circuit, Inc. (NYSE:JBL), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Flextronics International Ltd. (NASDAQ:FLEX), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL), Amphenol Corporation (NYSE:APH), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Apple Inc. (NASDAQ:AAPL), Symantec Corporation (NASDAQ:SYMC), SanDisk Corporation (NASDAQ:SNDK), Rackspace Hosting, Inc (NYSE:RAX), QLogic Corporation (NASDAQ:QLGC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Gartner, Inc. (NYSE:IT), Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), Emulex Corporation (NYSE:ELX), CommVault Systems, Inc. (NASDAQ:CVLT), CoreSite Realty Corporation (NYSE:COR), Iron Mountain Incorporated (NYSE:IRM), Intel Corporation (NASDAQ:INTC), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Micron Technology, Inc. (NASDAQ:MU), Intevac, Inc. (NASDAQ:IVAC), Hutchinson Technology Incorporated (NASDAQ:HTCH), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), 8x8 Inc (NASDAQ:EGHT), Windstream Holdings, Inc. (NASDAQ:WIN), tw telecom inc., ShoreTel, Inc. (NASDAQ:SHOR), Level 3 Communications, Inc. (NYSE:LVLT), EarthLink Holdings Corp. (NASDAQ:ELNK), Cbeyond, Inc., Dot Hill Systems Corporation (NASDAQ:HILL)
