Topics covered: Virtual infrastructure, Storage growth forecast, Service and utility computing, Replacement hardware spending, Refresh cycle in hardware, PC replacement cycle, Offshoring politics, M&, IT server spending patterns, Enterprise security, Consolidation predictions, A activity
Topics covered: Yield-enhanced convertibles, US presidential election impact, Turnaround Situations, Stock picks and avoidances, Pricing dynamics in agriculture, Pawnshops, Margin equilibrium, Hedging against inflation, Healthcare exit strategy, Foreign utilities, Fixed Income Markets, Energy sector, Dividend-Paying Stocks, Covered call writing, Asian-American banks
