Topics covered: Wireless technology, Volume leverage, Upgrading to 300mm, Supply and demand, Stock recommendations, standard logic and analog, Small cap companies, Relative valuations, Mergers and acquisitions, Margin improvement, Manufacturing and headcount cuts, Killer/significant apps, IT upgrade cycle, Investor concerns, Inventory levels, Inegration, End markets outlook, DRAMs, Cycle concerns, Component and commodity semi prices, Chip segment, China as a foundry player, Capacity management, Analog companies
