Topics covered: Mobile Computing, Managed Hosting and Cloud Computing, International Enterprise and Consumer Demand, Infrastructure Upgrades and Consolidation Activity, Flash Memory, Data Hosting Centers, Data Center REITS, Colocation, Cloud Computing Secular Trends
Companies covered: Brocade Communications Systems, Inc. (NASDAQ:BRCD), Amazon.com, Inc. (NASDAQ:AMZN), Xyratex Ltd., Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), STEC, Inc., Rackspace Hosting, Inc (NYSE:RAX), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Gartner, Inc. (NYSE:IT), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), CommVault Systems, Inc. (NASDAQ:CVLT), Datalink Corporation (NASDAQ:DTLK), SanDisk Corporation (NASDAQ:SNDK), Intevac, Inc. (NASDAQ:IVAC), Hutchinson Technology Incorporated (NASDAQ:HTCH), 21Vianet Group, Inc. (NASDAQ:VNET), Vmware, Inc. (NYSE:VMW), Microsoft Corporation (NASDAQ:MSFT), Iron Mountain Incorporated (NYSE:IRM), Alphabet Inc (NASDAQ:GOOG), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Salesforce.com Inc (NYSE:CRM), CoreSite Realty Corporation (NYSE:COR), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Akamai Technologies, Inc. (NASDAQ:AKAM), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), F5 Networks, Inc. (NASDAQ:FFIV), GlobalSCAPE, Inc. (NYSEMKT:GSB), Prudential Financial, Inc. (NYSE:PRU)
