Topics covered: Technology growth strategy, Technical analysis outlook, Russell 1000 Growth, Reserve cash positioning, Overall macroeconomic conditions, Large cap pharma, Housing bubble, Fundamental analysis outlook
Topics covered: Regulatory outlook, Price competition for commercial loans, Mortgage banking outlook, Market share shifts, Impact of bankruptcy laws, Fee income issues, Federal interest rate hike cycle, Credit quality issues, Bank Secrecy Act/Anti-Money Laundering
Topics covered: Visa/MasterCard volumes, Outsourcing flows, M&A environment, Long term investment recommendations, Electronic bill presentment and payment services, Debit cards, Creditor card processors
Topics covered: VoIP, The P&L issue, M&A Activity, IPTV architecture, Integrated solutions, Institutional interest, Cap ex cycle, Broadband video, Best-of-breed products
Topics covered: Wiretapping, Voice and data convergence, Virtual private networks (VPNs), Residential/consumer pricing, Market penetration, Enterprise marketplace, E-911 services, Average revenue per user (ARPU)
