Topics covered: Social Networking Economics, Mobile Monetization, Internet Content Providers, Increased Mobile Content Traffic, Data Security, Data Hosting Centers, Cloud Computing Secular Trends, Chinese Internet Market
Companies covered: Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Boingo Wireless, Inc. (NASDAQ:WIFI), Amazon.com, Inc. (NASDAQ:AMZN), Akamai Technologies, Inc. (NASDAQ:AKAM), Verizon Communications Inc. (NYSE:VZ), tw telecom inc., AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), Rackspace Hosting, Inc (NYSE:RAX), Netflix, Inc. (NASDAQ:NFLX), Level 3 Communications, Inc. (NYSE:LVLT), Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CenturyLink, Inc. (NYSE:CTL), Yahoo! Inc. (NASDAQ:YHOO), Target Corporation (NYSE:TGT), Home Depot, Inc. (The) (NYSE:HD), Expedia, Inc. (NASDAQ:EXPE), eBay Inc. (NASDAQ:EBAY), Local Corporation (NASDAQ:LOCM), GlobalSCAPE, Inc. (NYSEMKT:GSB), Wave Systems Corp. (NASDAQ:WAVX), Cisco Systems, Inc. (NASDAQ:CSCO), CalAmp Corp. (NASDAQ:CAMP), Tyler Technologies, Inc. (NYSE:TYL), Trimble Navigation Limited (NASDAQ:TRMB), Symantec Corporation (NASDAQ:SYMC), FLIR Systems, Inc. (NASDAQ:FLIR), VASCO Data Security International, Inc. (NASDAQ:VDSI)
