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
Topics covered: System management software, Strong price momentum, Strong momentum, Military platforms, Long-term sales growth, Internal growth, Insurance brokerage business, Growth based on the military continuing transformation initiatives, Fastest-growing domestic IT services, Fastest financial growth products, Early stage of momentum cycle, Advanced open integration systems
Topics covered: System-on-chip market, Semiconductor space, Proliferation of consumer electronic device, NAND flash memory, Inventory corrections, Implant business, Front-end marketplace, Demand-driven trend, Copper deposition, Consumer purchasing trend, Capacity-related equipment
