Topics covered: Ultra Low Voltage Processors, Semiconductor Supply Chain Status, Semiconductor Inventory Aging and Type, Processor Power Developments, Netbook Growth, NAND Pricing and Demand, Micro-Electro-Mechanical Systems (MEMS) Demand Cycle, LCD TV Growth, DRAM Industry Reorganization
Topics covered: Utilization Rates, Per-per-Port Trends, Content Delivery Networks, Co-Location Business Model, Cloud Computing, CDN Business Model, Capital Investment Growth, Broadband Network Services, Backbone Services
Topics covered: Working Through the Deleveraging Process, Weak Growth, Stabilization &, Spending Volumes, Restructuring, Pawn Industry, Legislative Changes, Future Profitability, Credit Industry, Credit Availability, Consumer Credit Quality, Bank Regulations
Topics covered: Virtualization Software, Upgrade Cycle for Application Software, Software as a Service, Profit Margins For Maintenance Revenue Stream, Maintenance Fee Cycle, License Fee Cycle, Installed Base of Oracle Software, Installed Base of Microsoft Software, Government Software Sales Cycle, Demise of Unix, Cloud Computing
Topics covered: Uncertainty and Risk, Small Cap Companies & Bank Credit, Short Treasuries/Long Oil, Risk in a Volatile Market, Protecting Against Uncertainty By Hedging, Opportunities in Volatile Markets, Opportunities in Distressed Securities, Natural Resources & National Security, Managed Futures, Managed Accounts, Keeping a Stable Stream of Income, Growing Companies, Fixed Income Returns, Entering new Geographic Markets, Capitalism Cycles, Buy & Hold, Alternative Energy
