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Roundtable Forum - Semiconductor Test Equipment: Patrick J. Ho, Stifel, Nicolaus & Company, Inc.; Nikolay Tishchenko, Global Crown Capital, LLC
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Test Equipment Companies: Timothy Arcuri, Citi Investment Research
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CEO Interviews (average 2,500 words): Top management from 4 sector firms examine the outlook for their firm and sector. Firms interviewed include: Giga-tronics Incorporated, Image Sensing Systems, Inc., Intrusion Inc., MTS Systems Corporation, RAE Systems Inc.
Topics covered: Front-end and back-end equipment - Inventory levels - Orders for wafer manufacturing equipment - Flash memory and DRAM equipment outlook - Increased demand for analog chips - Unit capacity utilization - Industry consolidation - Takeover candidates - Management performance - Capital spending outlook - Specialization of test equipment - Investor interest - Holiday season expectations - Stock recommendations - Stocks to worry about - Chip inventory buildup in Q4 and Q1 - Significant pullback in tester orders - Reducing cost structures - 3G and wireless - Demanded for integration rather than speed & function
Companies covered: Teradyne (TER), Verigy (VRGY), Credence Systems (CMOS), FormFactor (FORM), LTX (LTXX), Nextest Systems (NEXT), Electro Scientific (ESIO), Samsung, FormFactor (FORM), LTX (LTXX), Teradyne (TER), and Credence Systems (CMOS).
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Investors and Industry Execs.
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CEO interviews with hundreds of companies from the major sectors gives the company perspective right from the top.
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Sincerely,
Andrew Pickup
Publisher
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