- CEO, Manifest Energy. Fmr U.S. Asst Sec of Energy for Energy Efficiency and Renewable Energy (2005-2009). Fmr Managing Director, Enercorp. Boards: Applied Materials, Conservation International. Garry Kasporov — Fmr World Chess Champion. Chm, United Civil Front of Russia. Neal Katyal — Partner, Hogan Lovells. Fm

% CEO, Manifest Energy. Fmr U.S. Asst Sec of Energy for Energy Efficiency and Renewable Energy (2005-2009). Fmr Managing Director, Enercorp. Boards: Applied Materials, Conservation International. *Garry Kasporov*1z% Fmr world Chess Champion. Chm, United Civil Front of Russia. *Neal **Katyal*ig% Partner, Hogan Lov

*— CEO, Manifest Energy. Fmr U.S. Asst Sec of Energy for Energy Efficiency and Renewable Energy (2005-2009). Fmr Managing Director, Enercorp. Boards: Applied Materials, Conservation International. *Garry Kasporov*— Fmr World Chess Champion. Chm, United Civil Front of Russia. *Neal **Katyal*— Partner, Hogan Lovells

ere they're down now. Micron Technology was at $36. It's trading at $15. YPF is an oil company in Argentina. down from $27 to $15. The last one, Applied Materials. was an arbitrage deal that blew up. Three of our biggest positions got destroyed. That's never happened to me during all my years of investing.

vote on payroll tax cut extension @ 1pm *** ***CPB & IINZ report pre-open, China Property Prices tonight*** +6.0%) +1.0%) -1.5%) light) +20%) Applied Materials profit forecast beats estimates (20c-28c vs 16c ests) (trading Baidu good l's with upbeat outlook (strong growth in China mobile search) (trading N

team and Direct Sales Organization. Before this, he had various roles within sales operations and finance at Juniper Networks, TIBCO Software, and Applied Materials. Brian is an angel investor in Twitter, OMGPOP, Square, Tweetdeck, Dailybooth, Bump, Blippy, Milo, Posterous, Chomp and has advisory positions with

s team and Direct Sales Organization. Before this, he had various roles within sales operations and finance at Juniper Networks, TIBCO Software, and Applied Materials. Brian is an angel investor in Twitter, OMGPOP, Square, Tweetdeck, Dailybooth, Bump, Blippy, Milo, Posterous, Chomp and has advisory positions with

research and development projects for leading business, government, and defense organizations including GM, Ford, FMC, M, Boeing, Lockheed Martin, Applied Materials, NSF, DARPA, NASA, NIH, EPA, DOE, the U.S. Army, Navy, and Air Force. He was CEO at Teknowledge Corporation, an early AI company. Since 1998, Jacob

Source everywhere, manufacture everywhere, sell everywhere.' The whole notion of an `export' is really disappearing." Mike Splinter, the C.E.O. of Applied Materials, has put it to me this way: "Outsourcing was 10 years ago, where you'd say, `Let's send some software generation overseas.' This is not the outsour