The economy last quarter was stronger than originally forecast, driven by resilient consumers and a rare increase in government spending.

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"Net.com's greatest failure, perhaps, is its inability to accurately forecast revenue, driven by the 'lumpiness' and dragged-out sales cycles of government projects, " says Mowrey.

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The greater-than-forecast climb in GDP was driven by consumer spending and an improved housing market.

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Our forecast for sustained growth is largely driven by expected economic improvement as well as the introduction of new products.

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Arya says he now sees server chip sales growing 8% a year through 2014, up from his previous forecast of 5% growth, driven by demands created by consumer cloud applications, new opportunities in adjacent storage and networking and gains gains over legacy RISC vendors.

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Today, mobile networks suffer the most acute impact as data traffic growth, driven by huge adoption of smartphones, tablets and other client devices, is forecast to grow at a 78% compounded annual growth rate from 2011 to 2016.

FORBES: Bridging The Data Deluge Gap

On August 10th Tata Motors reported a forecast-beating first-quarter profit, which it said had been driven by demand for JLR's luxury models.

ECONOMIST: Tata seeks a chairman

We believe Windows Pricing for PC Makers will decline gradually over the forecast period due to a shift from premium Windows to lower-priced versions driven by higher demand in emerging markets and demand for lower priced editions for netbooks.

FORBES: Mister Softee Gets Stronger With Sturdier Windows Pricing