Topics covered: Managed Hosting and Cloud Computing, Internet Infrastructure Build, Increased Mobile Content Traffic, Enterprise Adoption of Cloud Computing, Data Hosting Centers, Colocation, Cloud Computing Secular Trends, Chinese Online Monetization Trends
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Rackspace Hosting, Inc (NYSE:RAX), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CenturyLink, Inc. (NYSE:CTL), Salesforce.com Inc (NYSE:CRM), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Angie's List, Inc. (NASDAQ:ANGI), Travelzoo Inc. (NASDAQ:TZOO), The Priceline Group Inc. (NASDAQ:PCLN), Orbitz Worldwide, Inc. (NYSE:OWW), Local Corporation (NASDAQ:LOCM), Expedia, Inc. (NASDAQ:EXPE), Ctrip.com International, Ltd. (NASDAQ:CTRP), Automatic Data Processing, Inc. (NASDAQ:ADP), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Robert Half International Inc. (NYSE:RHI), Paychex, Inc. (NASDAQ:PAYX), Monster Worldwide, Inc. (NYSE:MWW), ManpowerGroup (NYSE:MAN), Korn/Ferry International (NYSE:KFY), Dice Holdings, Inc. (NYSE:DHX), On Assignment, Inc. (NYSE:ASGN), Accenture plc. (NYSE:ACN)
