Topics covered: Slots at race tracks, Room rate trends, Replacement demand, Northern California, IPOs, Internet gambling, International expansion, Indian casinos, Illegal offshore gambling, Governmental resistance to growth, General market perspective, Equipment manufacturing, Consolidation risks, ADW
Topics covered: WISPs (wireless ISPs), WiMAX standards, Mass-marketing, International Opportunities, Consumer adoption trends, Base technologies
Topics covered: Volatility, Valuation metrics, Trading-range environments, Thermographics, Telecom trends, Tax efficiency, Stock picks and avoidances, REITs, Managing fixed income securities, Investment screening, Investment customization, Diversification strategy, Demographics in healthcare
Topics covered: Semiconductors, Outsourcing trends, Operating leverage, Municipal spending, Multi-industry companies, Margin improvement predictions, Institutional investor attitude, Housing Market, Diversification, Commodity shortages, Capital goods sector, Bullishness in Industrials, Acquisition growth
Topics covered: Wireless market, Testing costs, Sustainability, Pricing strategies, Outsourcing, Manufacturing climate, Killer apps, Equipment demands, Demand trends, Cost of electronic devices, Capacity expectations
