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The latest headlines and interview extracts:
VP talks about growth opportunities for NICE Systems’ recording and communications intelligence solutions (1/19/04)
- IAN EHRENBERG, NICE Systems Inc.
- Data Storage
CFO discusses potential to expand portfolio and customer reach with STEAG HamaTech’s current technology (11/10/03)
- JOACHIM EPPINGER, STEAG HamaTech
- Electronics
CFO of ARM Holdings discusses long term opportunity to benefit from migration of end markets to 32-bit microprocessors (6/10/03)
- TIM SCORE, ARM Holdings
- Semiconductors
CEO of Kontron AG says embedded computer space is an emerging market expected to grow at 20% plus per year (5/13/03)
- HANNES NIEDERHAUSER, Kontron AG
- Computers
CFO of Leica Geosystems says focus is on recognizing portfolio’s growth potential (4/29/03)
- CHRISTIAN LEU, Leica Geosystems Holdings AG
- Scientific & Technical Instruments
Company Interview Excerpt: Michael Kantrowitz - Neoware Systems Inc (NWRE) (4/21/03)
- Michael Kantrowitz, Neoware Systems Inc (NWRE)
- Computers
Director of Finance at Orbotech says strategy is to expand horizontally within current markets (3/27/03)
- ADRIAN AUMAN, ORBOTECH LTD
- Scientific & Technical Instruments
CEO discusses Autonomy’s market leading position and strategy in unstructured data field (3/24/03)
- MICHAEL LYNCH, Autonomy Corporation PLC
- Data Storage
CEO of Top Image Systems discusses advantages of eFLOW data collection solution (3/24/03)
- IDO SCHECHTER, Top Image Systems Ltd.
- Data Storage
CFO of NUR Macroprinters looking for improved performance in second half driven by introduction of new printers (2/27/03)
- HILEL KREMER, NUR Macroprinters Ltd.
- Computer Peripherals
CE of Stadium Group says major focus is on delivering organic sales growth (1/13/03)
- NIGEL F. ROGERS, America Mineral Fields Inc.
- Electronics
Company Interview Excerpt: Eyal Waldman - Mellanox Technologies Inc (1/7/03)
- Eyal Waldman, Mellanox Technologies Inc
- Data Storage
CEO of ICOS Vision Systems says competitive advantages include flexible and cost effective technology base (12/19/02)
- ANTON DEPROFT, ICOS Vision Systems Corporation
- Semiconductor Equipment
Analyst predicts Sun could be a good short-term bet (10/24/02)
- A. M. (TONI) SACCONAGHI JR., Sanford Bernstein
- Computers
Analyst assigns Dell an overweight rating (10/23/02)
- BILL SHOPE, JP Morgan
- Computers
MD of HITT talks about growth opportunities for airport traffic control systems (9/5/02)
- LUUTH VAN DER SCHEER, HITT NV
- Electronics
CEO at Surface Technology Systems sees significant growth opportunity supplying enabling technology for MEMS devices (8/21/02)
- IAN SMITH, Surface Technology Systems Plc
- Semiconductors
CFO of ASM International is confident increased sales and bottom line improvement will continue (8/19/02)
- ROBERT L. DE BAKKER, ASM International N.V.
- Semiconductor Equipment
CEO of Zenitel says company is in pole position to benefit from market opportunities in systems integration space (8/16/02)
- PATRICK DE GROOTE, Zenitel
- Networking & Communications Equipment
CEO & CFO of BARCO says there are major opportunities and profitabilty in growing image processing market (8/16/02)
- MARTIN DE PRYCKER & ANTOON VAN PETEG, BARCO NV
- Computer Peripherals
MD of Topsil Semiconductor Materials comments on float-zone silicon growth prospects (7/31/02)
- DAVID MEYER, Topsil Semiconductor Materials A/S
- Semiconductors
CFO of RADWARE Ltd discusses product advantages in Internet Traffic Management space (7/23/02)
- MEIR MOSHE, RADWARE Ltd
- Networking & Communications Equipment
CEO of Abacus Group talks about electronic components space and competitive advanatages (7/23/02)
- MARTIN KENT, Abacus Group PLC
- Electronics
CEO of M-Systems comments on flash disk data storage technology (7/16/02)
- DOV MORAN, M-Systems Ltd.
- Data Storage
Board Member of AIXTRON AG says company will be heavily involved in LED display space in Wall Street Transcript Interview (6/20/02)
- KIM SCHINDELHAUER, AIXTRON AG
- Semiconductors
CE of Transacsys PLC discusses market and product strategy in European cashless market in Wall Street Transcript Interview (6/20/02)
- MARTIN PECK, Transacsys PLC
- Electronics
COO of VMETRO comments on high margins and profitability in Wall Street Transcript interview (6/17/02)
- PATRICK MACHIN, Vmetro ASA
- Electronics
Mercury Interactive has done quite well with the performance management space, reports Analyst (2/21/02)
- MELISSA EISENSTAT, CIBC World Markets
- Computers
Analyst rates Aeroflexas a Buy (2/20/02)
- DAVID KANG, Roth Capital Partners
- Networking & Communications Equipment
Sun Microsystems continues to bolster its storage offerings, reports Analyst (2/1/02)
- DAVID C. BAILEY, Gerard Klauer Mattison & Co.
- Computers
Analyst cites Cray as the only dedicated supercomputer company (1/31/02)
- DAVID C. BAILEY, Gerard Klauer Mattison & Co.
- Computers
Analyst favors EMC longer term (1/30/02)
- DAVID C. BAILEY, Gerard Klauer Mattison & Co.
- Computers
Sun Microsystems continues to have a healthy balance sheet to ride the downturn, reports Analyst (1/30/02)
- NAVEEN BOBBA, Bear, Stearns & Company
- Computers
Analyst is positive on Palm's stock at current levels (1/29/02)
- TED CHUNG, Bear, Stearns & Company
- Computers
Network Appliance has great potential, reports Analyst (1/29/02)
- DAVID C. BAILEY, Gerard Klauer Mattison & Co.
- Computers
Company Interview Excerpt: Thomas St.dennis - Wind River Systems Inc (WIND) (1/7/02)
- Thomas St.dennis, Wind River Systems Inc (WIND)
- Networking & Communications Equipment
Tekelec's main benefits are from wireless business, notes Analyst (11/7/01)
- MARTIN PYYKKONEN, C.E. Unterberg, Towbin
- Networking & Communications Equipment
Analyst comments on Visionics' impressive customer base in facial biometrics (11/7/01)
- BRIAN RUTTENBUR, Morgan Keegan & Co.
- Scientific & Technical Instruments
Off The Record: Novellus has done a pretty good job, Industry Expert states (10/26/01)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Semiconductors
Off The Record: Premier Industry Expert praises Lam Research's CEO (10/25/01)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Semiconductors
Analyst cites Lam Research as a company that is successful in just one product segment (10/23/01)
- MARK FITZGERALD, Banc of America Securities, LLC
- Semiconductor Equipment
Global Crossing is well positioned for the next uptick in the network-centric computing environment, reports Analyst (10/19/01)
- VIK GROVER, Kaufman Bros.
- Networking & Communications Equipment
Analyst estimates Allegiance will turn EBITDA-positive on a consolidated basis in 3Q02 (10/18/01)
- VIK GROVER, Kaufman Bros., L.P.
- Networking & Communications Equipment
Analyst cites Applied Materials as the largest and broadest-line manufacturer of semiconductor production equipment (9/18/01)
- EDWARD C. WHITE, JR., Lehman Brothers
- Semiconductor Equipment
One of Analyst's favorite stocks is Sanmina (9/11/01)
- MARK HASSENBERG, Credit Suisse First Boston
- Electronics
Analyst favors Amkor (9/11/01)
- ERIC GOMBERG, Thomas Weisel Partners
- Electronics
Analyst has a Buy rating on Precise (8/31/01)
- NITSAN HARGIL, Friedman, Billings, Ramsey & Co., Inc.
- Data Storage
Off The Record: Top Industry Pro praises Sybase's CEO (8/31/01)
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- Data Storage
Analyst cites Legato as one to watch (8/31/01)
- NITSAN HARGIL, Friedman, Billings, Ramsey & Co., Inc.
- Data Storage
Analyst will continue to keep an eye on Akamai (8/30/01)
- NITSAN HARGIL, Friedman, Billings, Ramsey & Co., Inc.
- Data Storage
Analyst comments on Oracle (8/30/01)
- BRENDAN BARNICLE, Pacific Crest Securities
- Data Storage
Off The Record: E.piphany has a very solid management team, reports Expert (8/30/01)
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- Data Storage
Analyst has an Accumulate rating on OTG (8/29/01)
- NITSAN HARGIL, Friedman, Billings, Ramsey & Co., Inc.
- Data Storage
Analyst highlights Mercury Interactive (8/29/01)
- CHRISTOPHER SHILAKES, Merrill Lynch & Co.
- Data Storage
One of Analyst's favorite picks is a small application service company, Digital Insight (8/28/01)
- ROBERT B. AUSTRIAN, Banc of America Securities LLC
- Data Storage
Analyst has an Accumulate rating on Veritas (8/28/01)
- NITSAN HARGIL, Friedman, Billings, Ramsey & Co., Inc.
- Data Storage
Analyst explains why Extreme is an interesting play (8/15/01)
- FRANK R. MCEVOY, U.S. Bancorp Piper Jaffray Inc.
- Networking & Communications Equipment
Analyst highlights Stanford Microdevices at the infrastructure level (6/29/01)
- ARUN VEERAPPAN, Robertson Stephens
- Semiconductors
Analyst highlights JDS Uniphase (6/29/01)
- ARUN VEERAPPAN, Robertson Stephens
- Semiconductors
Off The Record: AMD is in a really good position, says Industry Expert (6/28/01)
- THE WALL STREET TRANSCRIPT, THE WALL STREET TRANSCRIPT CORPORATION
- Semiconductors
Analog Devices is one of Analyst's top stocks (6/28/01)
- JONATHAN JOSEPH, Salomon Smith Barney
- Semiconductors
Analyst comments on Sun Microsystems (6/28/01)
- ARUN VEERAPPAN, Robertson Stephens
- Semiconductors
Off The Record: Intersil has a very strong presence in wireless LAN silicon, says Expert (6/28/01)
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- Semiconductors
Analyst remains neutral on Intel (6/27/01)
- DAN K. SCOVEL, Needham & Company
- Semiconductors
Analyst comments on Vitesse's leadership position in the switch fabric arena (6/27/01)
- ARUN VEERAPPAN, Robertson Stephens
- Semiconductors
Analyst comments on Intel (6/27/01)
- JOSEPH OSH, Merrill Lynch Global Securities
- Semiconductors
Analyst favors Texas Instruments (6/27/01)
- JONATHAN JOSEPH, Salomon Smith Barney
- Semiconductors
Analyst favors Microtune (6/26/01)
- ERIC CHEN, JPMorgan H&Q
- Semiconductors
Pixelworks is one of Analyst's favorite names (6/26/01)
- JONATHAN JOSEPH, Salomon Smith Barney
- Semiconductors
Analyst believes Oak Technology is likely to enjoy significant market share gains over the next few quarters (6/26/01)
- DAN K. SCOVEL, Needham & Company
- Semiconductors
Analyst believes Intersil is extremely well positioned to move beyond the wireless LAN market (6/26/01)
- ARUN VEERAPPAN, Robertson Stephens
- Semiconductors
Analyst likes SCI Systems (5/18/01)
- PATRICK B. RENDA, J. & W. Seligman & Co.
- Electronics
Analyst says Plexus has a bright future (5/17/01)
- J. KEITH DUNNE, Robertson Stephens
- Electronics
Sanmina is a solid company for long-term investors, reports Analyst (5/16/01)
- J. KEITH DUNNE, Robertson Stephens
- Electronics
Analyst highlights Dynamic Details (5/15/01)
- J. KEITH DUNNE, Robertson Stephens
- Electronics
Company Interview Excerpt: Thomas Newman - Teradyne Inc (TER) (3/21/01)
- Thomas Newman, Teradyne Inc (TER)
- Semiconductors
Company Interview Excerpt: Scott Mcclendon - Overland Data, Inc. (OVRL) (2/20/01)
- Scott Mcclendon, Overland Data, Inc. (OVRL)
- Data Storage
Sales VP of MX-COM speaks about the great market potential for CML Microsystems in Wall Street Transcript Interview (2/14/01)
- SANDY EDBERG, CML Microsystems Plc
- Semiconductors
Analyst believes there is significant upside on Palm’s shares (2/6/01)
- ERIC ROTHDEUTSCH, Robertson Stephens
- Computers
CFO says OmniVision positioned itself ahead of the competition to take advantage of the growth in demand (1/12/01)
- H. GENE MCCOWN, OmniVision Technologies, Inc.
- Semiconductors
CEO outlines Three-Five Systems' competitive advantage (1/12/01)
- JACK L. SALTICH, Three-Five Systems, Inc.
- Semiconductors
CEO believes that R&D is a strategic weapon for Candela (1/12/01)
- GERARD E. PUORRO, Candela Corporation
- Scientific & Technical Instruments
CEO reports on Key Technology's global presence (1/12/01)
- THOMAS C. MADSEN, Key Technology, Inc.
- Office Automation
CFO reports on Emulex' global presence (1/12/01)
- MICHAEL ROCKENBACH, Emulex Corporation
- Data Storage
CEO reports on the competition for Stanford Microdevices (1/12/01)
- ROBERT VAN BUSKIRK, Stanford Microdevices, Inc.
- Semiconductor Equipment
CEO believes that Micro Component Technology is already the clear leader in the Strip Testing marketplace (1/12/01)
- ROGER E. GOWER, Micro Component Technology, Inc.
- Semiconductor Equipment
CEO looks at the competition in the PC market for Standard Microsystems (1/12/01)
- STEVEN J. BILODEAU, Standard Microsystems Corp.
- Semiconductors
Cirrus Logic's CEO speaks about the explosion of digital entertainment (1/12/01)
- DAVID D. FRENCH, Cirrus Logic, Inc.
- Semiconductors
CEO reports on Merix' initiatives to improve its market share (1/12/01)
- MARK HOLLINGER, Merix Corp.
- Electronics
CEO reports on TranSwitch's competitive landscape (1/12/01)
- DR. SANTANU DAS, TranSwitch Corp.
- Semiconductors
Plexus' CFO reports on the growth opportunities in the electronic manufacturing services industry (1/12/01)
- THOMAS SABOL, Plexus Corp.
- Semiconductors
CEO looks forward to taking advantage of the increasing exposure Measurement Specialties is getting in the investment community (1/12/01)
- JOSEPH R. MALLON JR., Measurement Specialties, Inc.
- Scientific & Technical Instruments
CFO of Procom Technology comments on the quality of the company’s internal structure (1/12/01)
- ALEX AYDIN, Procom Technology, Inc.
- Data Storage
CEO reports on APW's biggest competitive advantage (1/12/01)
- RICHARD G. SIM, APW Ltd.
- Electronics
ESI's Executive talks about the drive for great function, more miniaturization and more value in the “electronic appliance” space (1/12/01)
- JOSEPH L. REINHART, Electro Scientific Industries, Inc.
- Semiconductor Equipment
CFO looks at the customer base for Advanced Power Technology (1/12/01)
- GREG M. HAUGEN, Advanced Power Technology
- Semiconductors
CFO believes that ESS Technology's growth will come from communications and video products (1/12/01)
- JAMES B. BOYD, ESS Technology Inc.
- Semiconductors
CEO talks about the staff, the enlargement of the staff, training of the staff and competition for talent at Kronos (1/12/01)
- MARK S. AIN, Kronos Incorporated
- Office Automation
CEO looks at the competitive environment for Overland Data (1/12/01)
- SCOTT MCCLENDON, Overland Data, Inc
- Data Storage
CEO reports on CyberOptics' plans for global expansion (1/12/01)
- STEVEN M. QUIST, CyberOptics Corporation
- Semiconductor Equipment
For more information call (212) 952 7400. The Wall Street Transcript does
not endorse any of the comments made by interviewees, and does not make stock
recommendations.
Copyright 2000, Wall Street Transcript Corp.
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