Topics covered: Web-based franchises, VPN, Voice over IP, Small caps as an asset class, Sell discipline, PC upgrade cycle, Orthopedic market, Micro-cap funds, Management performance, Long-term growth estimates, IP telephony, Growth and value stocks, Dividends, Data networking, Capitalization trap, Building sustainable competitive advantage, "Big Box" concepts
Topics covered: Wireless technology, Volume leverage, Upgrading to 300mm, Supply and demand, Stock recommendations, standard logic and analog, Small cap companies, Relative valuations, Mergers and acquisitions, Margin improvement, Manufacturing and headcount cuts, Killer/significant apps, IT upgrade cycle, Investor concerns, Inventory levels, Inegration, End markets outlook, DRAMs, Cycle concerns, Component and commodity semi prices, Chip segment, China as a foundry player, Capacity management, Analog companies
Topics covered: Voice automation, Stock picks, Pickup in IT spending, Network security space, Institutional investors, Importance of end-to-end solutions, Impact of restructurings, Growth patterns, Convergence of management technologies, Consolidation of customers, Consolidation, Application management space
Topics covered: Using securities to get real estate exposure, Setting a target allocation, Sector predictions, Real estate in a multi-asset portfolio, Inflation, Industrial sector, Impact of business travel, Healthcare REITs, GIS model, Earnings Growth, Cash flow expectations, C-Corps vs. REITs
Topics covered: Total return expectations, Stocks to avoid., Stock recommendations, Reliance on growth, REIT funds flow, Overseas interests, Outlook for dividends, Mergers and acquisitions, Market correction, Malls and hotels, Interest rate environment, Institutional investor concerns, Industry cycle, Impact of volatility in the market, Impact of tourism and business travel, Dividends, Capital market decisions, Asset disposal and redeployment
