8.28.06: Semiconductor Equipment Report
2 Roundtable Forums and top management from 7 firms examine the Semiconductor Equipment sector in this 59 page report from The Wall Street Transcript.

  1. Roundtable Forum: Gavin X. Duffy, A.G. Edwards & Sons, Inc.; Patrick J. Ho, Stifel, Nicolaus & Company, Incorporated; Mark S. Miller, Brean Murray, Carret & Co.; Timothy W. Summers, Stanford Group Company

  2. Roundtable Forum: Suresh Balaraman, ThinkEquity Partners LLC; Robert Maire, Needham & Company, LLC; Steve O'Rourke, Deutsche Bank Securities Inc.; Gus Richard, First Albany Capital Inc.

  3. CEO Interviews (average 2,500 words): Aetrium Incorporated, Ample Communications, Aviza Technology, Inc., BitWave Semiconductor, Inc., Brooks Automation, Inc., Electroglas, Inc., Varian Semiconductor Equipment Associates, Inc.

  4. Off The Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.

    Topics covered: Semiconductor manufacturers - Growing chip inventory levels - Incremental chip demand - Incremental capacity - Production utilization rates - Seminconductor capital spending - The PC segment - Flash memory - Microprocessors - Future NAND chip pricing - Cycle times and lead times - Streamlined infrastructure - Capital equipment industry - Macroeconomic fundamentals - Industrial capacity utilization

    Companies covered: Intel (INTC), Micron Technology (MU), Applied Materials (AMAT), Lam Research (LRCX), FEI (FEIC), Veeco Instruments (VECO), Cymer (CYMI), TSMC (TSM), Electro Scientific Industries (ESIO), Varian Semiconductor (VSEA), Taiwan Semiconductor Manufacturing (TSM), United Microelectronics Corp. (UMC), Semiconductor Manufacturing International (SMI), Chartered Semiconductor (CHRT), Nanometrics (NANO), Rudolph Technologies (RTEC), KLA-Tencor (KLAC), Applied Materials (AMAT), Novellus (NVLS), Mattson Technology (MTSN), Asyst (ASYT).
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