10.18.04: Semiconductor Equipment Report
A roundtable forum and top management from 6 firms examine the Semiconductor Equipment sector in this 42 page report from The Wall Street Transcript.

  1. Roundtable Forum: Gerald S. Fleming, WR Hambrecht & Co.; Avinash Kant, Adams Harkness; Robert Maire, Needham & Co.; Shekhar Pramanick, Schwab Soundview Capital Markets; Timothy W. Summers, Stanford Group Company

  2. CEO Interviews (average 2,500 words): Top management from 6 sector firms examine the outlook for their firm and the sector. Firms interviewed include: ASM International NV, ATMI, Inc., AXT, Inc., Cabot Microelectronics Corporation, Mattson Technology and Trio-Tech International.

    Topics covered: Orders anticipation  - Discounting process  - Chip unit growth  - Inventory correction  - Valuation stock cycles  - DRAM manufacturers  - Handset segment  - Spending expectations  - Consolidation  - Technology as a growth driver  - Device shrinkage 
    Companies covered: Advanced Energy Industries (AEIS), MKS Instruments (MKSI), NVIDIA (NVDA), Applied Materials (AMAT), Novellus Systems (NVLS), Intel (INTC), Metron (MTCH), KLA-Tencor (KLAC), Cabot Microelectronics (CCMP), ATMI (ATMI), Mattson Technology (MTSN), Photronics (PLAB), Cymer (CYMI).
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