Topics covered: The PC segment, Streamlined infrastructure, Seminconductor capital spending, Semiconductor manufacturers, Production utilization rates, Microprocessors, Macroeconomic fundamentals, Industrial capacity utilization, Incremental chip demand, Incremental capacity, Growing chip inventory levels, Future NAND chip pricing, Flash Memory, Cycle times and lead times, Capital equipment industry
Topics covered: The global aerospace market, Orchestrating the supply chain, Open skies agreements, OEMs and suppliers, Natural gas and energy prices, Military transformational programs, Military aerospace and the defense industry, Interior retrofit programs, Industrial gas turbine market, In-flight broadband service, Global security threats, Global airline boom, Fuel prices, Frequent point-to-point flying, Forging and casting, Commercial aircraft order flow, Boeing-Airbus duopoly
Topics covered: Undervalued securities, Small cap value money management, Risk reduction strategies, REITs, Private equity funds, Mutual funds, Micro-Cap Companies, Large cap value funds, Investment risk, Hedge funds, Fund of funds, Chinese small cap market, Buy and hold strategy, Bottom-Up Investment Approach, Average hold periods
Topics covered: Tiered providers, Systems integration, Remote infrastructure management, Offshore companies, Legacy systems, Legacy modernization, IT outsourcing, Human resource outsourcing, Government focused companies, ERP, Commercial companies, Client retention, Business process outsourcing
Topics covered: Thermal management, Telehealth, Software defined radio solutions, RFID technology, Motive power systems, Microwave satellite components, Light-control technology, Hybrid electric vehicles, High-tech amplification, Electronic component products, Efficient energy storage, Disaster recovery, Defense and satellite communications market, Cashless payments, Advanced battery systems
