11.28.00: Semiconductors/ Transportation Issue
Three leading analysts and top management from three sector firms examine the outlook for Semiconductors / Transportation companies in the latest issue of The Wall Street Transcript.
  1. European Semiconductor Stocks - In an in-depth (6,000 words) Analyst Interview, Andrew Jameson, European Semiconductor Analyst at Dresdner Kleinwort Benson, examines the outlook for the sector, emphasising the cyclicality of the semiconductor sector, and shares specific stock recommendations.
  2. European Logistics Stocks - In an in-depth (4,400 words) Analyst Interview, Steven Bowen, Equity Analyst at BNP Paribas, examines the outlook for the sector, discusses merger and acquisition activity, and shares specific stock recommendations.
  3. European Transport Stocks - In an in-depth (2,300 words) Analyst Interview, Damian Brewer, Analyst that covers rail and bus stocks, P&O and larger European logistics stocks at HSBC Investment Bank, examines the outlook for the sector, discusses new investment opportunities in emerging areas, and shares specific stock recommendations.
  4. CEO/Company interviews (average 2,000 words). Top management of three sector firms examine the outlook for their firm and the sector. Firms include:
    Advanced Technology, Telemetrix, Dixon Motors
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