Topics covered: Video conferencing and telepresence, Student loans, Sourcing semiconductors, Price competition in telecom, Network infrastructure, IP technology, Interactive TV, HDTV, Chinese consumers, Cable and satellite space, Bankruptcy laws
Topics covered: SMID stocks, Risk control strategy, Residential mortgage-backed securities, Recession trends, Oil pricing, Oil and gas equipment services, Liquidity crisis, GDP growth patterns, Consumer discretionary sector, Bond yields
Topics covered: Virtual tape libraries, Thin provisioning, Semiconductor demand, Online transaction processing (OLTP), Network attached storage frameworks, IT spending trends, IPOs, Energy consumption, Capacity over expansion, Array sales
Topics covered: Underbanked consumers, Subprime residential mortgage finance, Subprime auto lending, Securitization market, Regulatory issues, Pawn lending, Pawn and payday market, Funding cost trends, Credit collection
Topics covered: Vigorous growth opportunities, Undervalued and selectively dynamic companies, Transformation, Top-down philosophy, Sustainable competitive advantage, Subprime mortgage losses, Risk/reward, Product and economic cycles, Probability, Perception, Interest rates, Insurance, Innovative business opportunities, Future trends in global markets, Enterprise value of businesses, Currencies, Corporate structures, Corporate lifecycle development, Competent management
