6.25.01: Semiconductors Issue
Five analysts and top management from eight sector firms examine the Semiconductor sector in this special 57-page issue from The Wall Street Transcript.

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  1. Semiconductor - In an in-depth (5,500 words) Analyst Roundtable, Eric Chen, Senior Analyst at JPMorgan H&Q and Joseph A. Osha, top ranked Analyst responsible for covering the semiconductor industry at Merrill Lynch Global Securities, examine the outlook for the sector including, inventory levels, future outlook for smaller companies and share specific stock recommendations.
  2. The TWST confidential Off-The-Record survey of management performance at twenty-two sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:

    AMD, Alliance Semiconductor, Alpha Industries, Applied Micro Circuits, Broadcom, Cree, Cypress Semiconductor, EMCORE, Infineon Technologies, Integrated Device Technology, Intel, Intersil, LTX, Maxim Integrated Products, National Semiconductor, ON Semiconductor, PMC-Sierra, RF Micro Devices, Silicon Storage Technology, Texas Instruments, TriQuint Semiconductor, Vitesse Semiconductor

  3. Outlook for Semiconductors - In an in-depth (3,000 words) Analyst Interview, Dan Scovel, Semiconductor Analyst with Needham & Company, examines the outlook for the sector and shares specific stock recommendations
  4. Semiconductor Industry Overview - In an in-depth (2,000 words) Analyst Interview, Arun Veerappan, Managing Director at Robertson Stephens, examines the outlook for the sector and shares specific stock recommendations
  5. Semiconductor Stocks - In an in-depth (1,900 words) Analyst Interview, Jonathan Joseph, Managing Director at Salomon Smith Barney, examines the outlook for the sector and shares specific stock recommendations
  6. CEO interviews (average 2,500 words). Top management of eight sector firms examine the outlook for their firm and the sector. Firms include:
    Centillium Communications, Dionics, Fairchild Semiconductor International, Hauppage Digital, hi/fn, QuickLogic, Silicon Laboratories, Tioga Technologies
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