Topics covered: Valuation, Technology Sector, Technological Growth, Short Term Performance, Risk Management, Revenue Growth, Restructuring, Relative Valuation, Profits, Profit Margins, Price to Earnings, New Opportunities, Market Volatility, Market Share, Large Cap Value Fund, Improving Products, Free Cash Flow, Focus on Middle Market, Flexibility, Employment Normalization, Dividends, Diversification, Credit Market, Credit Downturn, Consumer Discretionary Exposure, Competitive Position, Company Transparency, Cheap Valuations, Change in Business Fundamentals, Capital Base, Cable Industry, Building Value, Auto Industry, Aggressive Cost Cuts, Advantaged Economics, Adding Value, Acquisition
