Topics covered: Supply Chain Dynamics, Smartphones As Major Trend, Secular Shift To Mobility, Post-Snapback Valuations, Inventory Replenishment and Corporate Upgrade Cycles, China and Consumer Electronics Demand, 3G/4G Buildout
Companies covered: Entropic Communications, Inc. (NASDAQ:ENTR), Essex Property Trust, Inc. (NYSE:ESS), Equity Residential (NYSE:EQR), Education Realty Trust Inc. (NYSE:EDR), Camden Property Trust (NYSE:CPT), BRE Properties Inc., AvalonBay Communities, Inc. (NYSE:AVB), Apartment Investment and Management Company (NYSE:AIV), American Campus Communities Inc (NYSE:ACC), Atmel Corporation (NASDAQ:ATML), Apple Inc. (NASDAQ:AAPL), Synaptics Incorporated (NASDAQ:SYNA), Silicon Image, Inc. (NASDAQ:SIMG), OmniVision Technologies, Inc. (NASDAQ:OVTI), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Cypress Semiconductor Corporation (NASDAQ:CY), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARM), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), Texas Instruments Incorporated (NASDAQ:TXN), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Marvell Technology Group Ltd. (NASDAQ:MRVL), Linear Technology Corporation (NASDAQ:LLTC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Power Integrations, Inc. (NASDAQ:POWI), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Alphabet Inc (NASDAQ:GOOG), Atheros Communications Inc., Silicon Laboratories, Inc. (NASDAQ:SLAB), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Cisco Systems, Inc. (NASDAQ:CSCO), Cirrus Logic, Inc. (NASDAQ:CRUS), Rambus, Inc. (NASDAQ:RMBS), Micron Technology, Inc. (NASDAQ:MU), Juniper Networks, Inc. (NYSE:JNPR), Itron, Inc. (NASDAQ:ITRI), EZchip Semiconductor Limited (NASDAQ:EZCH), Advanced Micro Devices, Inc. (NASDAQ:AMD), Cavium, Inc. (NASDAQ:CAVM), Verizon Communications Inc. (NYSE:VZ), TriQuint Semiconductor, Inc., NetLogic Microsystems Inc., Hittite Microwave Corporation, U-Store-It Trust, United Dominion Realty Trust, Inc. (NYSE:UDR), Sovran Self Storage, Inc. (NYSE:SSS), Public Storage (NYSE:PSA), Marriott International (NASDAQ:MAR), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Home Properties, Inc. (NYSE:HME), Extra Space Storage Inc (NYSE:EXR), Skyworks Solutions, Inc. (NASDAQ:SWKS), QUALCOMM Incorporated (NASDAQ:QCOM), Best Buy Co., Inc. (NYSE:BBY), New York Community Bancorp Inc, ParkerVision, Inc. (NASDAQ:PRKR), LaSalle Hotel Properties (NYSE:LHO), Rudolph Technologies, Inc. (NYSE:RTEC), Mattson Technology, Inc. (NASDAQ:MTSN), Semtech Corporation (NASDAQ:SMTC), Mindspeed Technologies Inc.
