Topics covered: Slowdown in refi market, Sarbanes-Oxley, Real estate losses, Net interest income growth, Mortgage activity, Miscellaneous fee income, M&A Activity, Growth in community banks, Credit Quality, Credit costs, Competition in commercial and retail banking, Commercial loans, Check 21, Branch expansion
Topics covered: Value stocks, Steel demand in China, Sell discipline, Reducing volatility, Oil in Asia, Homebuilders, Globalization, Demographic trends, Consumer cyclicals, ADRs
Topics covered: TiVo, Tiered storage, Terabyte growth, Storage over IP, Serial Attached SCSI, Sarbanes-Oxley requirements, Pricing issues, M&A Activity, IT spending metrics, Federal sector, DVR space, Communications market, Check 21, Capital spending expectations
Topics covered: Sport Utility RVs, Mini-motorhomes, Luxury RVs, Inventory buildup, Consolidation, Code regulations, American National Standards Institute, Age demographics
Topics covered: Wireline demand, Video on demand, SONET market, Request for Proposals, Profitability, Pricing wars, Fiber networks, Enterprise networking, Domestic manufacturing
