Topics covered: Supply Chain Disruptions, Secular, Seasonal and Cyclical Demand Trends, Growing Electronic Component Content
Companies covered: Willis Group Holdings Limited (NYSE:WSH), W.R. Berkley Corporation (NYSE:WRB), Progressive Corporation (The) (NYSE:PGR), Marsh & McLennan Companies, Inc. (NYSE:MMC), Markel Corporation (NYSE:MKL), Chubb Corporation (The) (NYSE:CB), Allstate Corporation (The) (NYSE:ALL), Arthur J. Gallagher & Co. (NYSE:AJG), Cisco Systems, Inc. (NASDAQ:CSCO), Aruba Networks, Inc. (NASDAQ:ARUN), Analog Devices, Inc. (NASDAQ:ADI), Texas Instruments Incorporated (NASDAQ:TXN), TE Connectivity Ltd. (NYSE:TEL), Tech Data Corporation (NASDAQ:TECD), Synnex Corporation (NYSE:SNX), Sanmina Corporation (NASDAQ:SANM), Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Ingram Micro Inc. (NYSE:IM), HP Inc (NYSE:HPQ), Flextronics International Ltd. (NASDAQ:FLEX), Salesforce.com Inc (NYSE:CRM), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Amphenol Corporation (NYSE:APH), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), TTM Technologies, Inc. (NASDAQ:TTMI), AT&T Inc. (NYSE:T), Research In Motion Ltd., Oracle Corporation (NYSE:ORCL), International Business Machines Corporation (NYSE:IBM), EMC Corporation (NYSE:EMC), Boeing Company (The) (NYSE:BA), Ixia (NASDAQ:XXIA), NetScout Systems, Inc. (NASDAQ:NTCT), JDS Uniphase Corporation (NASDAQ:JDSU), Finisar Corporation (NASDAQ:FNSR), EXFO Inc (NASDAQ:EXFO), Vision-Sciences, Inc. (NASDAQ:VSCI), Presstek Inc., DTS, Inc. (NASDAQ:DTSI), Nordson Corporation (NASDAQ:NDSN), Nortech Systems Incorporated (NASDAQ:NSYS), Maxwell Technologies, Inc. (NASDAQ:MXWL)
