Topics covered: Managed Hosting and Cloud Computing, Infrastructure Upgrades and Consolidation Activity, Data Storage Headwinds, Data Center REITS, Cybersecurity Outperformance, Colocation, Cloud Computing Secular Trends
Companies covered: Check Point Software Technologies Ltd. (NASDAQ:CHKP), Target Corporation (NYSE:TGT), Sony Corp Ord (NYSE:SNE), NetApp, Inc. (NASDAQ:NTAP), J P Morgan Chase & Co (NYSE:JPM), Dot Hill Systems Corporation (NASDAQ:HILL), Home Depot, Inc. (The) (NYSE:HD), EMC Corporation (NYSE:EMC), CommVault Systems, Inc. (NASDAQ:CVLT), GlobalSCAPE, Inc. (NYSEMKT:GSB), CoreSite Realty Corporation (NYSE:COR), Dataram Corporation (NASDAQ:DRAM), Avago Technologies Limited (NASDAQ:AVGO), Western Digital Corporation (NASDAQ:WDC), Veeco Instruments Inc. (NASDAQ:VECO), Seagate Technology. (NASDAQ:STX), Intevac, Inc. (NASDAQ:IVAC), Hutchinson Technology Incorporated (NASDAQ:HTCH), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT)
