Share price and fundamentals diverging; downgrade to UW Mgmt Meeting Takeaways for CMRX, HALO, NKTR,and ISIS Markets Overvie March Trade - Seasonal rebound in copper and iron ore imports, but metal exports soften Expecting Inline C1Q on Solid Memory Spend; C2Q Also Driven by Memory with Foundry / Logic More Subdued - Top Pick: LRCX Weak economies in emerging countries:Good or bad news for OECD countries? India: IP has another good month in February India: Soft March CPI keeps June rate cut in play Daily Market Summary 1Q15 PC shipments in-line, Notebooks still growing, Lenovo share gains continue