Topics Covered: Increased Mobile Content Traffic, Chinese Online Monetization Trends, Internet Infrastructure and Services Consolidation, Social Networking Economics -

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Companies Covered: Baidu, Inc. (BIDU), Sina Corp. (SINA), Google Inc. (GOOG), Cisco Systems, Inc. (CSCO), Juniper Networks, Inc. (JNPR), Sourcefire, Inc. (FIRE), FLIR Systems Inc. (FLIR), Amazon.com Inc. (AMZN), Rackspace Hosting, Inc (RAX), Cortex Pharmaceuticals Inc. (COR), Equinix Inc. (EQIX), Digital Realty Trust Inc. (DLR), Microsoft Corporation (MSFT), International Business Machine (IBM), VMware, Inc. (VMW), DuPont Fabros Technology, Inc. (DFT), Oracle Corp. (ORCL), Tibco Software Inc. (TIBX), F5 Networks Inc. (FFIV), eBay Inc. (EBAY), Nordstrom Inc. (JWN), Yahoo! Inc. (YHOO), Apple Inc. (AAPL), Activision Blizzard, Inc. (ATVI), Sony Corporation (SNE), SupportSoft, Inc. (SPRT)

Topics Covered: Grid Parity Timelines for Alternative Energy, Asia Pacific Demand for Solar Energy, Alternative Energy Generation, Solar Energy Pricing, Government Subsidies and Regulation, The Rise of the Energy Efficiency Market, LED Adoption in Large-Scale Projects, Long-Term Opportunities in Emerging Markets, Solar Growth Drivers and Headwinds

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Companies Covered: Broadwind Energy, Inc. (BWEN), First Solar, Inc. (FSLR), Covanta Holding Corporation (CVA), EnerNOC, Inc. (ENOC), American Superconductor Corpor (AMSC), Suntech Power Holdings Co. Ltd (STP), Trina Solar Ltd. (TSL), Canadian Solar Inc. (CSIQ), Apple Inc. (AAPL), LDK Solar Co.Ltd. (LDK), Colgate-Palmolive Co. (CL), Koninklijke Philips Electronic (PHG), Siemens AG (SI), Cree Inc. (CREE), General Electric Co. (GE), Emerson Electric Co. (EMR), Acuity Brands, Inc. (AYI), Clean Energy Fuels Corp. (CLNE), Ascent Solar Technologies Inc. (ASTI), EMCORE Corporation (EMKR), DayStar Technologies Inc. (DSTI)

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)

Topics Covered: Global Wireless Spectrum Allocation, Telco Dividend Yields, Smartphone Operating Systems, Mobile Trends in Emerging Markets

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Companies Covered: America Movil S.A.B. de C.V. (AMX), AT&T, Inc. (T), Atlantic Tele-Network Inc. (ATNI), Centurytel, Inc. (CTL), Clearwire Corporation (CLWR), Comcast Corporation (CMCSA), Fairpoint Communications, Inc. (FRP), Frontier Communications Corpor (FTR), Liberty Global Inc. (LBTYA), NII Holdings Inc. (NIHD), Sprint Nextel Corp. (S), Vivo Participacoes S.A. (VIV), Telephone & Data Systems Inc. (TDS), TIM Participacoes SA (TSU), Time Warner Inc. (TWX), United States Cellular Corp. (USM), Verizon Communications Inc. (VZ), Windstream Corporation (WIN), Dish Network Corp. (DISH), MetroPCS Communications Inc. (PCS), Leap Wireless International In (LEAP), BOS Better On-Line Solutions L (BOSC), inContact, Inc. (SAAS), Semtech Corp. (SMTC), BSQUARE Corp. (BSQR)

Topics Covered: Cable Subscription Rates, International Paid Television Growth, Digital Advertisement Trends, Mobile Device Gaming Prospects, Content Quality

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Companies Covered: AT&T, Inc. (T), Verizon Communications Inc. (VZ), Time Warner Cable Inc. (TWC), Comcast Corporation (CMCSA), DIRECTV Group, Inc. (DTV), American Tower Corp. (AMT), Centurytel, Inc. (CTL), Frontier Communications Corpor (FTR), Windstream Corporation (WIN), Sprint Nextel Corp. (S), Dish Network Corp. (DISH), Clearwire Corporation (CLWR), Telephone & Data Systems Inc. (TDS), Netflix, Inc. (NFLX), Amazon.com Inc. (AMZN), SBA Communications Corp. (SBAC), Google Inc. (GOOG), eBay Inc. (EBAY), Activision Blizzard, Inc. (ATVI), GameStop Corp. (GME), Best Buy Co. Inc. (BBY), Wal-Mart Stores Inc. (WMT), Walt Disney Co. (DIS), Time Warner Inc. (TWX), CBS Corporation (CBS), Discovery Communications, Inc. (DISCA), Scripps Networks Interactive, (SNI), General Electric Co. (GE), Lions Gate Entertainment Corp. (LGF), DreamWorks Animation SKG Inc. (DWA), Cinemark Holdings Inc. (CNK), Live Nation, Inc. (LYV), Sony Corporation (SNE), Panasonic Corporation (PC), IMAX Corporation (IMAX), TiVo Inc. (TIVO), EchoStar Corp. (SATS), AT&T, Inc. (T), Regal Entertainment Group (RGC), Carmike Cinemas Inc. (CKEC), Beasley Broadcast Group Inc. (BBGI), Nexstar Broadcasting Group Inc (NXST)

Topics Covered: Increased Mobile Content Traffic, Chinese Online Monetization Trends, Internet Infrastructure and Services Consolidation, Enterprise Adoption of Cloud Computing, Social Networking Economics

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Companies Covered: Salesforce.com (CRM), Oracle Corp. (ORCL), SAP AG (SAP), Concur Technologies, Inc. (CNQR), LivePerson Inc. (LPSN), Red Hat Inc. (RHT), Ultimate Software Group Inc. (ULTI), Callidus Software Inc. (CALD), Constant Contact, Inc. (CTCT), Kenexa Corp. (KNXA), Tibco Software Inc. (TIBX), Dell Inc. (DELL), Baidu, Inc. (BIDU), Sina Corp. (SINA), Rentrak Corporation (RENT), Meredith Corp. (MDP), Acxiom Corporation (ACXM), Valassis Communications Inc. (VCI), Procter & Gamble Co. (PG), Monster Worldwide, Inc. (MWW), Arbitron Inc. (ARB), Ebix Inc. (EBIX)