Greyrock : Coverage

Telecommunications, Media, Internet & Technology

Enterprise Software
Enterprise Network
Enterprise Security
Entertainment Industry
Music Industry
Cable Operators
Copyright Legislation
Telephone
Wireless
Hollywood
Satellite Operators
Taxes
Patent Troll Legislation
TV Radio Broadcasters
Internet Regulation
CLECs
Online Advertising
Equipment Suppliers
Towers
Government TMT Contractors

Financial Services

Consumer finance
Bank regulation
Asset Management/Private Equity
Insurance
Housing policy
Securities regulation
Exchanges/Derivatives
Student Lending
For-Profit Education
General Financial Services
Bank Regulation
Consumer Finance

Geopolitical

Geopolitical events as they arise.

Companies Followed

Oracle (ORCL)
Salesforce (CRM)
Facebook (FB)
Apple - handsets (AAPL)
Google (GOOG)
Netflix (NFLX)
Advanced Micro Devices (AMD)
Synaptics (SYNA)
ST Microelectronics (STM)
MediaTek (2454)
Xilinx (XLNX)
Silicon Motion Tech (SIMO)
Integrated Device Technology (IDTI)
Marvell (MRVL)
Nvidia (NVDA)
Peregrine Semiconductor/Murata (PSMI)
Samsung Electronics - handsets (SSN)
Cypress Semiconductor (CY)
Atmel (ATML)
ARM Holdings (ARMH)
Anadigics (ANAD)
Altera (ALTR)

Politics & Legislation

Tax Reform
Tax Extenders
Repatriation
Budget and Appropriations
Reconciliation
Miscellaneous
Highway Spending
Online Gaming
Online Sales Tax Trade

Special Situations

Government Contract Awards and Debarments
Bespoke Research Projects
Anti-Trust
Non-Traditional MLP and REIT Conversions/Policy
Government Safety Net Programs: Food Stamps, Earned Income Credits etc
Consumer Product Regulations: Tobacco, Food and Beverage>
Less regulated sectors: Industrials, Metals, Transports, Ag
Anti-dumping and Countervailing Duty Trade Cases
Trade