Topics covered: Secular Connector Demand Growth, Electronics Manufacturing Supply Chain, Data Center and Mobile Spending, Component Price Erosion, Automotive
Companies covered: Nova Measuring Instruments Ltd. (NASDAQ:NVMI), Universal Electronics Inc. (NASDAQ:UEIC), RELM Wireless Corporation (AMEX:RWC), Apple Inc. (NASDAQ:AAPL), Vishay Intertechnology, Inc. (NYSE:VSH), TTM Technologies, Inc. (NASDAQ:TTMI), TE Connectivity Ltd. (NYSE:TEL), Research In Motion Ltd., Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Flextronics International Ltd. (NASDAQ:FLEX), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Celestica, Inc. (NYSE:CLS), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Amphenol Corporation (NYSE:APH), Littelfuse, Inc. (NASDAQ:LFUS), Belden Inc (NYSE:BDC), AVX Corporation (NYSE:AVX), Plexus Corp. (NASDAQ:PLXS), Tata Motors Ltd (NYSE:TTM), SanDisk Corporation (NASDAQ:SNDK), Sanmina Corporation (NASDAQ:SANM), Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Corning Incorporated (NYSE:GLW), Anixter International Inc. (NYSE:AXE), Nordson Corporation (NASDAQ:NDSN), Cisco Systems, Inc. (NASDAQ:CSCO), NetApp, Inc. (NASDAQ:NTAP), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL)
