October 12, 2012

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

Companies covered: Ebix, Inc. (NASDAQ:EBIX), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Carbonite, Inc. (NASDAQ:CARB), Callidus Software, Inc. (NASDAQ:CALD), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Tibco Software Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), LivePerson, Inc. (NASDAQ:LPSN), Kenexa Corp., Dell Inc., Constant Contact, Inc. (NASDAQ:CTCT), Salesforce.com Inc (NYSE:CRM), Concur Technologies, Inc., Acxiom Corporation (NASDAQ:ACXM), Valassis Communications Inc., Rentrak Corporation (NASDAQ:RENT), Procter & Gamble Company (The) (NYSE:PG), Monster Worldwide, Inc. (NYSE:MWW), Meredith Corporation (NYSE:MDP), Arbitron Inc.

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