Topics covered: VoIP, The P&L issue, M&A Activity, IPTV architecture, Integrated solutions, Institutional interest, Cap ex cycle, Broadband video, Best-of-breed products
Topics covered: Wiretapping, Voice and data convergence, Virtual private networks (VPNs), Residential/consumer pricing, Market penetration, Enterprise marketplace, E-911 services, Average revenue per user (ARPU)
Topics covered: Section 4 exemptions, Restricted securities, Oil and Gas, Housing cycle, Dividends for blue chips, Covered option writing, CBOE (Chicago Board Options Exchange), Analyzing historical volatility
Topics covered: Sell discipline, Investment decision making process, Core holdings, Controlling investment risks., 2006 Investment outlook
Topics covered: Upgrading armor, Troop reduction in Iraq, Transformation of the military, surveillance and reconnaissance (ISR), Supplemental funding, Supplemental Emergency Bill, Stock recommendations, Stock picks among small and mid-cap companies, Shortage of skilled classified employees, Rumsfeld's changes at DoD, Replacement of military equipment for Iraqi forces, Replacement of hardware weaponry, Protection of the tactical wheeled vehicle fleet, Private equity money and IPOs, Pickup in M&A activity, Perimeter port and border security, Outlook for government IT spending, Outlook for government IT, Niche-oriented companies, Need for defense lobbying, Modernization of older platforms, Missile defense, Investor interest, Intelligence, Industry consolidation, Impact of US withdrawal from Iraq, Impact of the Quadrennial Defense Review, Impact of QDR, Impact of lobbying on defense, FY 2007 Defense Budget, Force reallocation of the services, Focus on intelligence, Electronics versus heavy equipment, Cutting costs out of the DoD budget, Consumables and force protection
