Topics Covered:
Semiconductor Capital Equipment,
Cloud Computing,
Mobile Device Consumer Demand,
Enterprise Data Storage Demand,
High Computing Power Technology,
Semiconductor Inventory Burnoff
Companies Covered: Apple Inc. (
AAPL), Microsoft Corporation (
MSFT), Intel Corporation (
INTC), NVIDIA Corporation (
NVDA), LSI Corporation (
LSI), Advanced Micro Devices Inc. (
AMD), QUALCOMM Inc. (
QCOM), Texas Instruments Inc. (
TXN), Broadcom Corp. (
BRCM), Marvell Technology Group Ltd. (
MRVL), Cree Inc. (
CREE), Koninklijke Philips Electronic (
PHG), Siemens AG (
SI), Micron Technology Inc. (
MU), Analog Devices Inc. (
ADI), Altera Corp. (
ALTR), SanDisk Corp. (
SNDK), Maxim Integrated Products Inc. (
MXIM), Cypress Semiconductor Corporat (
CY), Apple Inc. (
AAPL), Research In Motion Ltd. (
RIMM), RF Micro Devices Inc. (
RFMD), Anadigics, Inc. (
ANAD), Semtech Corp. (
SMTC), Microsemi Corp. (
MSCC), Intersil Corp. (
ISIL), QLogic Corp. (
QLGC), Emulex Corp. (
ELX), Alcatel-Lucent (
ALU), CIENA Corp. (
CIEN), OmniVision Technologies Inc. (
OVTI), Microchip Technology Inc. (
MCHP), Mellanox Technologies, Ltd. (
MLNX), Cray Inc. (
CRAY), Advance Auto Parts Inc. (
AAP), Atmel Corp. (
ATML), Cavium Networks, Inc. (
CAVM), Integrated Device Technology I (
IDTI), ON Semiconductor Corp. (
ONNN), STEC, Inc. (
STEC), PMC-Sierra Inc. (
PMCS), Taiwan Semiconductor Manufactu (
TSM), United Microelectronics Corpor (
UMC), Advanced Semiconductor Enginee (
ASX), Semiconductor Manufacturing In (
SMI), KLA-Tencor Corporation (
KLAC), Applied Materials Inc. (
AMAT), Amkor Technology, Inc. (
AMKR), Cymer Inc. (
CYMI), Lam Research Corporation (
LRCX), Teradyne Inc. (
TER), MKS Instruments Inc. (
MKSI), Ultratech Inc. (
UTEK), Ultra Clean Holdings Inc. (
UCTT), IXYS Corp. (
IXYS)
