04.23.07: Semiconductor Equipment Report
A roundtable forum, 4 analysts and top management from 6 firms examine the Semiconductor Equipment sector in this 60 page report from The Wall Street Transcript.

  1. Roundtable Forum: Suresh Balaraman, ThinkEquity Partners, Patrick Ho, Stifel, Nicolaus & Co.; Theodore O'Neill, Nollenberger Capital Partners; Manesh Sanganeria, RBC Capital Markets

  2. Analyst Interview: Mehdi Hosseini, Friedman, Billings, Ramsey Group

  3. Analyst Interview: Darice Liu, Maxim Group, LLC

  4. Analyst Interview: Robert Maire, Needham & Company

  5. Analyst Interview: Steve O'Rourke, Deutsche Bank Securities

  6. 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.

  7. CEO Interviews (average 2,500 words): Top management from 6 sector firms examine the outlook for their firm and sector. Firms interviewed include: AXT, Inc., Aviza Technology, Integral Vision, Irvine Sensors Corporation, Ultra Clean Holdings and Varian Semiconductor Equipment Associates.

    Topics covered: Processor speeds - Chip architecture problems - DRAM - Sarbanes-Oxley regulations - Competitive environment - Infrastructure in China - Inventory issues - Flash memory market - Plant closings

    Companies covered: Taiwan Semiconductor Manufacturing (TSM), KLA-Tencor (KLAC), Applied Materials (AMAT), Novellus (NVLS), Intel (INTC), Mattson Technology (MTSN), Credence Systems (CMOS), ATMI (ATMI), Tessera (TSRA), Brooks Automation (BRKS), Zygo Corporation (ZIGO), Verigy (VRGY) and Rudolph Technologies (RTEC).
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