Topics covered: Topics Covered: American Recover Reinvestment Act, Sustainable Health Care IT Demand & Revenue Growth, Stimulus Money To Physicians & Hospitals, Rising-Tide Phenomenon In Health Care IT, Potential Short-Term Volatility, Electronic Health Record Adoption, Early Activators Vs. Laggards, Accelerating Demand For Health Care IT Solutions, 2010-2011 Revenue Growth
Companies covered: Cisco Systems, Inc. (NASDAQ:CSCO), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), TM Entertainment & Media, Inc., Symantec Corporation (NASDAQ:SYMC), Sybase, Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), McAfee, Inc., Lawson Software, Inc., JDA Software Group Inc., Intuit Inc. (NASDAQ:INTU), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), EMC Corporation (NYSE:EMC), Salesforce.com Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), McKesson Corporation (NYSE:MCK), GE Aerospace (General Electric Company) (NYSE:GE), Eclipsys Corp., Computer Programs and Systems, Inc. (NASDAQ:CPSI), Vital Images Inc., MedAssets, Inc. (NASDAQ:MDAS), Automatic Data Processing, Inc. (NASDAQ:ADP), Yahoo! Inc. (NASDAQ:YHOO), Paychex, Inc. (NASDAQ:PAYX), Monster Worldwide, Inc. (NYSE:MWW), Hewitt Associates Inc., Dice Holdings, Inc. (NYSE:DHX), CoBiz Financial Inc. (NASDAQ:COBZ), Zions Bancorporation (NASDAQ:ZION), Westamerica Bancorporation (NASDAQ:WABC), SVB Financial Group (NASDAQ:SIVB), PacWest Bancorp (NASDAQ:PACW), City National Corporation (NYSE:CYN), CVB Financial Corporation (NASDAQ:CVBF)
Topics covered: Strengthened Balance Sheets, Short-Term Volatility, Search For Sustained Profitability, Question of Commercial Real Estate Assets, Late-Stage Ramifications of TARP, Increased Consolidation, Finding Value Post Run-Up, FDIC-Assisted Acquisitions, Ethnic-Oriented Western Banks, Consequences Of Volcker-Obama Proposal, A Return To Normalized Earnings
Companies covered: Citrix Systems, Inc. (NASDAQ:CTXS), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), SuccessFactors, Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), LivePerson, Inc. (NASDAQ:LPSN), Informatica Corporation (NASDAQ:INFA), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Salesforce.com Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), McKesson Corporation (NYSE:MCK), GE Aerospace (General Electric Company) (NYSE:GE), Eclipsys Corp., Computer Programs and Systems, Inc. (NASDAQ:CPSI), Cathay General Bancorp (NASDAQ:CATY), BofI Holding, Inc. (NASDAQ:BOFI), Zions Bancorporation (NASDAQ:ZION), Wilshire Bancorp, Inc. (NASDAQ:WIBC), Umpqua Holdings Corporation (NASDAQ:UMPQ), Preferred Bank (NASDAQ:PFBC), Nara Bancorp Inc., Hanmi Financial Corporation (NASDAQ:HAFC), Glacier Bancorp, Inc. (NASDAQ:GBCI), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), CVB Financial Corporation (NASDAQ:CVBF), CPB Inc. (NYSE:CPF), Center Financial Corporation, Bank of Hawaii Corporation (NYSE:BOH), Apple Inc. (NASDAQ:AAPL), Tibco Software Inc., Sybase, Inc., Progress Software Corporation (NASDAQ:PRGS), Palm, Inc., Novell Inc., Netsuite Inc (NYSE:N), Alphabet Inc (NASDAQ:GOOG), Actuate Corp., Western Alliance Bancorporation (NYSE:WAL), Sapient Corporation (NASDAQ:SAPE), Bank of Marin Bancorp (NASDAQ:BMRC)
Topics covered: Smaller, Quality, Lesser Known Companies, Investing in Bargains, Global Marketplace, Emerging Markets, Canadian Small Cap Stocks, Attractive Valuations
Companies covered: Cisco Systems, Inc. (NASDAQ:CSCO), CEVA, Inc. (NASDAQ:CEVA), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Silicon Laboratories, Inc. (NASDAQ:SLAB), Riverbed Technology, Inc. (NASDAQ:RVBD), QUALCOMM Incorporated (NASDAQ:QCOM), Nokia Corporation (NYSE:NOK), NetLogic Microsystems Inc., Juniper Networks, Inc. (NYSE:JNPR), F5 Networks, Inc. (NASDAQ:FFIV), Atheros Communications Inc., Alcatel Lucent (NYSE:ALU), VALE S.A. (NYSE:VALE), Petrobras Argentina S.A. (NYSE:PZE), Exxon Mobil Corporation (NYSE:XOM), Terex Corporation (NYSE:TEX), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), J P Morgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Jacobs Engineering Group Inc. (NYSE:JEC), Alphabet Inc (NASDAQ:GOOG), Becton, Dickinson and Company (NYSE:BDX), Abbott Laboratories (NYSE:ABT), Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., IBM (International Business Machines Corp.) (NYSE:IBM), GE Aerospace (General Electric Company) (NYSE:GE), Deere & Company (NYSE:DE), Cummins Inc. (NYSE:CMI)
Topics covered: Software Companies In Accelerating-Growth Mode, Small- & Mid-Cap Threats To Oracle, Shift From Paper To Electronic Transactions, Push For Best-Of-Breed Solutions, International Growth Catalysts In Payment Processing, Industry Move To Virtualization, Increased Public/Private Consolidation, Focus On Simplicity & Efficiency, Cloud Computing & Software-as-a-Service Trends, Business Margin Optimization, 2010 Pickup In IT Spending
Companies covered: First M&F Corp., Cognizant Technology Solutions Corporation (NASDAQ:CTSH), CA Inc. (NASDAQ:CA), Apple Inc. (NASDAQ:AAPL), Wipro Limited (NYSE:WIT), Vmware, Inc. (NYSE:VMW), SAP SE (NYSE:SAP), Quest Software Inc., Palm, Inc., Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Motorola Inc., Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), GE Aerospace (General Electric Company) (NYSE:GE), EMC Corporation (NYSE:EMC), Salesforce.com Inc (NYSE:CRM), BMC Software Inc., Cisco Systems, Inc. (NASDAQ:CSCO), Riverbed Technology, Inc. (NASDAQ:RVBD), OPNET Technologies Inc., NetApp, Inc. (NASDAQ:NTAP), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), F5 Networks, Inc. (NASDAQ:FFIV), Dell Inc. (NASDAQ:DELL), Blue Coat Systems Inc., Citrix Systems, Inc. (NASDAQ:CTXS), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Websense, Inc., Symantec Corporation (NASDAQ:SYMC), Red Hat, Inc. (NYSE:RHT), McAfee, Inc., Sourcefire, Inc., Eclipsys Corp., ArcSight, Inc., Zions Bancorporation (NASDAQ:ZION), Wells Fargo & Company (NYSE:WFC), SVB Financial Group (NASDAQ:SIVB), J P Morgan Chase & Co (NYSE:JPM), Freddie Mac, Fannie Mae, City National Corporation (NYSE:CYN), Citigroup Inc. (NYSE:C), BB&T Corporation (NYSE:BBT), Bank of America Corporation (NYSE:BAC), Compuware Corp., Art Technology Group Inc., Washington Federal Inc., Umpqua Holdings Corporation (NASDAQ:UMPQ), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Prosperity Bancshares Inc., First Financial Bankshares, Inc. (NASDAQ:FFIN), East West Bancorp, Inc. (NASDAQ:EWBC), Comerica Incorporated (NYSE:CMA), Cullen/Frost Bankers, Inc. (NYSE:CFR), Bank of Hawaii Corporation (NYSE:BOH), NetScout Systems, Inc. (NASDAQ:NTCT), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Dealertrack Technologies, Inc. (NASDAQ:TRAK), Solera Holdings, Inc. (NYSE:SLH), Verifone Systems, Inc. (NYSE:PAY), Mastercard Incorporated (NYSE:MA), Global Payments Inc. (NYSE:GPN), Equifax, Inc. (NYSE:EFX), Alliance Data Systems Corporation (NYSE:ADS), SunTrust Banks, Inc. (NYSE:STI), Fifth Third Bancorp (NASDAQ:FITB), Autodesk, Inc. (NASDAQ:ADSK), Adobe Systems Incorporated (NASDAQ:ADBE), Taleo Corp., SuccessFactors, Inc., Rightnow Technologies Inc., Parametric Technology Corporat, Paychex, Inc. (NASDAQ:PAYX), Netsuite Inc (NYSE:N), Intuit Inc. (NASDAQ:INTU), Internet Capital Group Inc., Online Resources Corp., MICROS Systems, Inc., Jack Henry & Associates, Inc. (NASDAQ:JKHY), Fiserv, Inc. (NYSE:FISV), Fidelity National Information Services, Inc. (NYSE:FIS), CyberSource Corporation, IXYS Corporation (NASDAQ:IXYS), CSG Systems International, Inc. (NASDAQ:CSGS), Magic Software Enterprises Ltd. (NASDAQ:MGIC), PROS Holdings, Inc. (NYSE:PRO), Perficient, Inc. (NASDAQ:PRFT), Callidus Software, Inc. (NASDAQ:CALD), Nara Bancorp Inc., Scientific Learning Corp., Unify Corp., Zebra Technologies Corporation (NASDAQ:ZBRA), Verizon Communications Inc. (NYSE:VZ), Syntel, Inc. (NASDAQ:SYNT), Plexus Corp. (NASDAQ:PLXS), Plantronics, Inc. (NYSE:PLT), NCR Corporation (NYSE:NCR), Intermec, Inc., Diebold, Incorporated (NYSE:DBD), Ciber, Inc. (NYSE:CBR), Accenture plc. (NYSE:ACN)
Topics covered: Upcycle for Semiconductor Demand, Supply Chain Pricing and Inventory, Netbook Demand Driven Growth, Growth Rate In Communications Semiconductor Sector, Growth Potential In Internet Semiconductors
Companies covered: Apple Inc. (NASDAQ:AAPL), Varian Semiconductor Equipment, Texas Instruments Incorporated (NASDAQ:TXN), Lam Research Corporation (NASDAQ:LRCX), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARM), Volterra Semiconductor Corpora, Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Silicon Laboratories, Inc. (NASDAQ:SLAB), Rambus, Inc. (NASDAQ:RMBS), QUALCOMM Incorporated (NASDAQ:QCOM), Power Integrations, Inc. (NASDAQ:POWI), NVIDIA Corporation (NASDAQ:NVDA), NetLogic Microsystems Inc., Marvell Technology Group Ltd. (NASDAQ:MRVL), MIPS Technologies Inc., Atheros Communications Inc., ON Semiconductor Corporation (NASDAQ:ON), Micron Technology, Inc. (NASDAQ:MU), Kimber Resources Inc., Ultra Clean Holdings, Inc. (NASDAQ:UCTT), Advanced Analogic Technologies
