Topics covered: Volatility Along the Market-Cap Spectrum, Hospital Capital Spending and Utilization Rates, Health Care Consolidation Activity, Cost Reduction Amid Reimbursement Uncertainty
Companies covered: Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), TJX Companies, Inc. (The) (NYSE:TJX), Symantec Corporation (NASDAQ:SYMC), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Heartland Payment Systems, Inc. (NYSE:HPY), HP Inc (NYSE:HPQ), Sourcefire, Inc., EMC Corporation (NYSE:EMC), Blue Coat Systems Inc., Varian Medical Systems, Inc. (NYSE:VAR), Tyco International plc (NYSE:TYC), National Instruments Corporation (NASDAQ:NATI), Molex Inc., Amphenol Corporation (NYSE:APH), Agilent Technologies, Inc. (NYSE:A), Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), Walmart Inc. (NYSE:WMT), Sears Holdings Corporation (OTCMKTS:SHLDQ), comScore, Inc. (NASDAQ:SCOR), The Priceline Group Inc. (NASDAQ:PCLN), Orbitz Worldwide, Inc. (NYSE:OWW), Alphabet Inc (NASDAQ:GOOG), Expedia, Inc. (NASDAQ:EXPE), eBay Inc. (NASDAQ:EBAY), Ctrip.com International, Ltd. (NASDAQ:CTRP), CEPHEID (NASDAQ:CPHD), Thermo Fisher Scientific Inc (NYSE:TMO), Siemens AG (OTCMKTS:SIEGY), Qiagen N.V. (NASDAQ:QGEN), Masimo Corporation (NASDAQ:MASI), Life Technologies Corporation, Illumina, Inc. (NASDAQ:ILMN), GoPro, Inc. (NASDAQ:GPRO), General Electric Company (NYSE:GE), Danaher Corporation (NYSE:DHR), Covidien Ltd. (NYSE:COV), Becton, Dickinson and Company (NYSE:BDX), EDGAR Online Inc., Vocus Inc., Internet Initiative Japan, Inc. (NASDAQ:IIJI)
