2010-01-25: Internet Services Report
7 leading Analysts; and top management from 6 Sector Firms
examine this vital industry in this 50 page report from The Wall Street Transcript.
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A Push For Virtualization Daniel Ives - FBR Capital Markets & Co.
An Aerial View of Cloud Computing Joel Fishbein - Lazard Capital Markets
China Internet Services: A Domestic Consumption Play Tucker Grinnan - HSBC
Data Centers, Hosting & Digital REITs Todd Weller - Stifel Nicolaus & Company, Inc.
Internet As a Building Block Trip Chowdhry - Global Equities Research, LLC
Navigating Internet Services Through 2010 Kerry Rice - Wedbush Securities, Inc.
Noteworthy Trends in IT Services Donna Jaegers - D.A. Davidson & Co.
CEO Interviews (average 2,500 words): top management from 6 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: ActivIdentity Corp., China Real Estate Information Corp., Internet Brands, Inc., Market Leader, Inc., Saba Software, Inc., and Vitacost.com, Inc.
Topics covered: Virtualization And Implications For Growth Rates, Cloud Computing And The Displacement Of Legacy Providers, Assessment Of China Internet And China Telco Publicly Traded Companies, Profit Picture For Data Centers, Mobile Clouds, Mobile Business, Mobile Internet, Online Advertising And E Commerce Growth Impact, Rapid Expansion In Video Viewing
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Companies covered: China Real Estate Information Corp. (CRIC); AOL (AOL); AT&T (T); ActivIdentity (ACTI); Akamai (AKAM); Alibaba (1688.HK); Amazon (AMZN); Apple (AAPL); BMC (BMC); Baidu (BIDU); Blizzard Entertainment (ATVI); Blockbuster (BBI); Blue Coat (BCSI); CA (CA); Check Point (CHKP); China Mobile (CHL); Citrix (CTXS); CommVault (CVLT); Dells (DELL); Digital Realty Trust (DLR); Digital River (DRIV); DuPont Fabros (DFT); EMC (EMC); Equinix (EQIX); GSI Commerce (GSIC); Giant (GA); Google (GOOG); HPs (HPQ); IBMs (IBM); InfoSpace (INSP); InterActiveCorp (IACI); Internet Brands (INET); Level 3 (LVLT); Limelight (LLNW); Market Leader (LEDR); McAfee (MFE); Microsoft (MSFT); NHN (035420.KS); NetEase (NTES); Netflix (NFLX); NeuStar (NSR); Nuance (NUAN); Oracle (ORCL); Perfect World (PWRD); Rackspace (RAX); Ralph Lauren (RL); Riverbed (RVBD); Rovi Corp. (ROVI); SAP (SAP); Saba (SABA); Salesforce.com (CRM); Savvis (SVVS); SuccessFactors (SFSF); Switch & Data (SDXC); Sybase (SY); Symantec (SYMC); Telecity (TCY.L); Tencent (0700.HK); Terremark (TMRK); The9 (NCTY); VMware (VMW); VeriSign (VRSN); Websense (WBSN); Yahoo! (YHOO).
