-- Does EZchip stand to gain as video increasingly becomes a substantial percentage of total bandwidth consumption? What do we know about EZchip's roadmap going forward and why is the roadmap so important at this stage of the game?
-- What does the planned acquisition of Varian add to the Applied Materials story? Is Applied Materials the best way for investors to play the semiconductor manufacturing equipment sector? Is it logical that the price of Applied Materials is lagging other major players in the sector?
-- Analysts have rushed to downgrade DragonWave following its recent quarterly report. The reason for these downgrades is mostly due to DragonWave's low guidance for its May ending quarter. Would it be more realistic to view the analysts' expectations as being unreasonably high or DragonWave's guidance as disappointingly low? What in the DragonWave story are these analysts missing?
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