1.29.07: Test Equipment Report
2 analysts and top management from 4 firms examine the Test Equipment sector in this 24 page report from The Wall Street Transcript.

  1. Outlook for Semi Test Companies - Patrick Ho, Stifel, Nicolaus & Company, Inc.

  2. Outlook for Test Equipment - Gavin Duffy, A.G. Edwards & Sons, Inc.

  3. CEO Interviews (average 2,500 words): Top management from 4 sector firms examine the outlook for their firm and sector. Firms interviewed include: Material Technologies, Inc., OSI Systems, Inc., Wireless Telecom Group, Inc. and X-Rite, Inc.

    Topics covered: Capacity-related equipment - Inventory corrections - Demand-driven trend - Consumer purchasing trend - Proliferation of consumer electronic device - NAND flash memory - Front-end marketplace - System-on-chip market - Semiconductor space - Copper deposition - Implant business 

    Companies covered: Credence Systems (CMOS), LTX Corp. (LTXX), Teradyne (TER), Applied Materials (AMAT), Lam Research (LRCX), Verigy (VRGY), Texas Instruments (TXN), Intel (INTC), Semitool (SMTL), Varian (VSEA), Teradyne (TER), Novellus (NVLS) and Axcelis (ACLS).
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