TABLE OF CONTENTS
Table of contents
Market commentary 3
Macro Economic Analysis 12
Relative index performance 19
Canaccord Adams coverage universe new 52-week high/low 24
Ratings changes/estimates revisions 25
Analyst corner
Software as a Service, Richard Baldry 27
Software and Communications & Content, Dushan Batrovic 31
Semiconductor Devices and Related Technologies, Bobby Burleson 33
Media and Internet Solutions, Patrick Yau and Alan Howard 36
Telecommunications, David Lambert 40
Software and Services, Bob Liao and Kevin Ashton 41
Data Center, Paul H. Mansky 45
Software and Communications & Content, Peter Misek 46
Communications Technology, Eyal Ofir 48
Location Technologies and Industrial Technology, Jeff Rath 49
Upcoming Canaccord Adams investor technology events 53
Appendix A: Coverage summary 54
Investment risks 55