9.9.01: The Lehman Brothers Semiconductor and Computer Systems Conference Issue
Sixteen analysts and top management from twenty-five sector firms examine the The Lehman Brothers Semiconductor and Computer Systems Conference in this special 126-page issue from The Wall Street Transcript.

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  1. Investment Banking Outlook for Semiconductors - In an in-depth (4,100 words) Analyst Interview, Kyle Ryland, Managing Director, Christopher Colpitts, Senior Vice President, and Dan Myers, Senior Vice President, all at Lehman Brothers, examine the outlook for the sector and share specific stock recommendations.
  2. Computer Hardware Stocks - In an in-depth (2,800 words) Analyst Interview, Dan Niles, Managing Director at Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  3. Semiconductor Capital Equipment - In an in-depth (2,300 words) Analyst Interview, Edward C. White, Jr., Managing Director at Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  4. Analog & Intellectual Property Semiconductor Stocks - In an in-depth (2,800 words) Analyst Interview, Seth Dickson, Vice President of Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  5. Communications Semiconductors & Optical Components - In an in-depth (2,800 words) Analyst Interview, Arnab Chanda, Vice President of Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  6. Internet Applications & Wireless IC Stocks - In an in-depth (3,000 words) Analyst Interview, Joseph To, Research Analyst covering Internet appliances at Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  7. Semiconductor Capital Equipment Companies - In an in-depth (3,000 words) Analyst Interview, Ted Berg, Analyst in the semiconductor research team at Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  8. European Semiconductor & Electronics Companies - In an in-depth (3,400 words) Analyst Interview, Chris Heminway, Managing Director at Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  9. European Diversified Electronics - In an in-depth (1,900 words) Analyst Interview, Mark Regan, Analyst responsible for research coverage of industrial/consumer electronics and semiconductor capital equipment stocks within the European IT hardware team at Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  10. European Optical Components & Semiconductors - In an in-depth (2,000 words) Analyst Interview, Ulrich Pelzer, Analyst in the IT hardware sector at Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  11. Asian Technology Research - In an in-depth (3,300 words) Analyst Interview, Matt Cleary, Senior Vice President at Lehman Brothers, examines the outlook for the sector and shares specific stock recommendations.
  12. Asian PC Systems - In an in-depth (1,900 words) Analyst Interview, Paul Meyer, Vice President at Lehman Brothers, examines the outlook for the sector and share specific stock recommendations.
  13. DRAMs, LCDs & SATS in Southeast Asia - In an in-depth (2,300 words) Analyst Interview, Donald Floyd, Senior Vice President at Lehman Brothers, examines the outlook for the sector and share specific stock recommendations.
  14. Japanese Semiconductor Companies & Electronics - In an in-depth (2,100 words) Analyst Interview, Scott Foster, Senior Vice President at Lehman Brothers, examines the outlook for the sector and share specific stock recommendations.
  15. CEO interviews (average 2,500 words). Top management of twenty-five sector firms examine the outlook for their firm and the sector. Firms include:
    Adept Technology, Advanced Energy Industries, ANADIGICS, Apple Computer, ASE Test, ASM Lithography Holding N.V., Asyst Technology, Axcelis Technologies, Davox, Electroglas, Fairchild Semiconductor International, Handspring, Integrated Circuit Systems, International Business Machines, Intersil, Lantronix, Marvell Technology Group, MIPS Technologies, Novellus Systems, ON Semiconductor, RF Micro Devices, SONICblue, Texas Instruments, Therma-Wave, Virage Logic
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