Data Hosting Centers and Data Storage

Topics Covered: Data Hosting Centers, Flash Memory, Cloud Computing Secular Trends, Internet Infrastructure Build, IT Consolidation Activity, Mobile Computing, Cybersecurity

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Companies Covered: Check Point Software Technolog (CHKP), Symantec Corporation (SYMC), Equinix Inc. (EQIX), Digital Realty Trust Inc. (DLR), Rackspace Hosting, Inc (RAX), Amazon.com Inc. (AMZN), DuPont Fabros Technology, Inc. (DFT), Cortex Pharmaceuticals Inc. (COR), Verizon Communications Inc. (VZ), Centurytel, Inc. (CTL), Sourcefire, Inc. (FIRE), Cisco Systems, Inc. (CSCO), Juniper Networks, Inc. (JNPR), EMC Corporation (EMC), NetApp, Inc. (NTAP), Dell Inc. (DELL), Hewlett-Packard Company (HPQ), Seagate Technology (STX), Western Digital Corp. (WDC), Oracle Corp. (ORCL), International Business Machine (IBM), VMware, Inc. (VMW), Microsoft Corporation (MSFT), SAP AG (SAP), Intuit Inc. (INTU), Salesforce.com (CRM), Informatica Corp. (INFA), Teradata Corporation (TDC), Tibco Software Inc. (TIBX), NetSuite, Inc. (N), DealerTrack Holdings, Inc. (TRAK), Citrix Systems, Inc. (CTXS), Parametric Technology Corporat (PMTC), Autodesk, Inc. (ADSK), CA, Inc. (CA), Ariba Inc. (ARBA), Kenexa Corp. (KNXA), Apple Inc. (AAPL), Google Inc. (GOOG), American Tower Corp. (AMT), Brocade Communications Systems (BRCD), QLogic Corp. (QLGC), Emulex Corp. (ELX), Datalink Corp. (DTLK), Xyratex Ltd. (XRTX), Riverbed Technology, Inc. (RVBD), F5 Networks Inc. (FFIV), TiVo Inc. (TIVO), GlobalScape Inc. (GSB)