Data Hosting Centers and Data Storage

Topics Covered: Data Hosting Centers, Flash Memory, Cloud Computing Secular Trends, Internet Infrastructure Build, Big Data, PCIe Storage, Cloud Computing and the Virtual Desktop, Data Center REITs, Colocation, Managed Hosting and Cloud Computing, Data Center Expansion -

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Companies Covered: Seagate Technology (STX), Western Digital Corp. (WDC), Hutchinson Technology Inc. (HTCH), Intevac Inc. (IVAC), Imation Corp. (IMN), 3M Co. (MMM), Coherent Inc. (COHR), Newport Corp. (NEWP), Rofin-Sinar Technologies Inc. (RSTI), IPG Photonics Corporation (IPGP), Intel Corporation (INTC), STEC, Inc. (STEC), SYNNEX Corp. (SNX), Dell Inc. (DELL), Cymer Inc. (CYMI), SanDisk Corp. (SNDK), EMC Corporation (EMC), NetApp, Inc. (NTAP), Hewlett-Packard Company (HPQ), Lexmark International Inc. (LXK), Arrow Electronics, Inc. (ARW), Avnet Inc. (AVT), Ingram Micro Inc. (IM), Tech Data Corp. (TECD), Flextronics International Ltd. (FLEX), Jabil Circuit Inc. (JBL), Plexus Corp. (PLXS), VMware, Inc. (VMW), International Business Machine (IBM), Teradata Corporation (TDC), Oracle Corp. (ORCL), Rackspace Hosting, Inc (RAX), Amazon.com Inc. (AMZN), Digital Realty Trust Inc. (DLR), DuPont Fabros Technology, Inc. (DFT), Cortex Pharmaceuticals Inc. (COR), Equinix Inc. (EQIX), Salesforce.com (CRM), Cincinnati Bell Inc. (CBB), Cogent Communications Group In (CCOI), EarthLink Inc. (ELNK), Level 3 Communications Inc. (LVLT), tw telecom inc. (TWTC), Windstream Corporation (WIN), 8x8 Inc. (EGHT), ShoreTel, Inc. (SHOR), Cbeyond, Inc. (CBEY), Premiere Global Services, Inc. (PGI), Apple Inc. (AAPL), Amphenol Corporation (APH), QLogic Corp. (QLGC), Seagate Technology (STX), Molex Inc. (MOLX), Dish Network Corp. (DISH), DIRECTV Group, Inc. (DTV), Comcast Corporation (CMCSA), Time Warner Cable Inc. (TWC), Internap Network Services Corp (INAP), CommVault Systems, Inc. (CVLT), Brocade Communications Systems (BRCD), Mellanox Technologies, Ltd. (MLNX), Emulex Corp. (ELX), AT&T, Inc. (T)