Topics covered: WiMAX, Wi-Fi, Unified communication platform for voice and data, Triple play-enabled portfolio, Traditional voice network equipment, Sales visibility, Next-generation network, Multi-year spending cycle, Internet Protocol Television market, Emerging technologies, Competitive environment, Broadband power line systems
Topics covered: US power market, Underground-mined coal, Strategic Petroleum Reservce, Material cost inflation, Liquefied natural gas, Environmental controls, Coal-fired plants, Coal power plant development activity
Topics covered: The Rotating Markets Fund, Technical analysis, Risk/reward perspective, Power generation equipment, Market position standpoint, High yield market, Emerging Markets, Analytical instruments and laboratory equipment
Topics covered: Web-enabled services, Video applications and voice over IP, Utility-based or service-oriented architecture, Second major wave change in IT, Robust M&A activity, Rearchitecturing of networks, Network capacity, Increasingly dispersed user community, Convergence of network and data management with security, Convergence and mobility
Topics covered: Utilization Rates, Supplier capacity issues, Stronger order cycles, Spending on R&D and procurement programs, Returning excess capital to shareholders, Outlook for regional jets, Outlook for M&A activity, Missile defense programs, Increased investor interest, Impact of deleveraging, Growth in business jet orders, Foreign military sales, Economic drivers, Defense spending with a Democratic Congress, Defense spending outlook