9.12.05: Semiconductor Equipment Report
2 roundtable forums and top management from 6 firms examine the Semiconductor Equipment sector in this 50 page report from The Wall Street Transcript.

  1. Roundtable Forum: Robert Maire, Needham & Company; John Pitzer, Credit Suisse First Boston; Edward White Jr., Lehman Brothers

  2. Roundtable Forum: Mark FitzGerald, Banc of America Securities; Steve O’Rourke, Deutsche Bank Securities; Ben Pang, Prudential Equity Group

  3. CEO Interviews (average 2,500 words): Top management from 6 sector firms examine the outlook for their firm and sector. Firms interviewed include: Cymer, Inc., ATMI, Inc., AXT, Inc., Cascade Microtech, Fairchild Semiconductor International and FormFactor.

    Topics covered: New demand drivers  - Early-stage markets  - Rising silicon content  - Outsourcing levels  - M&A activity  - Capital intensity  - Global infrastructures 

    Companies covered: Applied Materials (AMAT), Intel (INTC), Lam Research (LRCX), Novellus Systems (NVLS), Advanced Energy Industries (AEIS), Mattson Technology (MTSN), Semitool (SMTL), FormFactor (FORM), Cascade Microtech (CSCD), Teradyne (TER), Credence Systems (CMOS), Ultratech (UTEK), Agilent (A), Praxair (PX) and Lam Research (LRCX).
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