6 leading Analysts; and top management from 3 Sector Firms
examine this vital industry in this 34 page report from The Wall Street Transcript.
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A Bullish Take on Processors & Components Despite Volatility Kevin Cassidy - Stifel, Nicolaus & Co., Inc.
Demand Shrinks, Semis Move Toward New Verticals & Restructuring Tore Svanberg - Stifel, Nicolaus & Co., Inc.
Positive Outlook on Semiconductor Equipment & Memory Srinivasan Sundararajan - Oppenheimer & Co. Inc.
Semis Quench Demand for Energy Efficiency & Mobile Computing Uche Orji - UBS Investment Bank
Smartphones, Network Buildout & Cloud Computing Drive Semi Stocks Brendan Furlong - Miller Tabak + Co., LLC
Wireless & Wireline Infrastructure Semiconductor Plays Sundeep Bajikar - Jefferies & Company, Inc.
CEO Interviews (average 2,500 words): top management from 3 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Atmel Corporation, Cabot Microelectronics Corporation, and Netlist, Inc.
Topics covered: Energy Efficiency, Cloud Computing and Telecommunications - Semiconductor Content Increase Across Verticals - Semiconductor Manufacturer Consolidation
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Companies covered: ARM Holdings' (ARMH); AMD (AMD); AT&T (T); ATI (ATI); AUO (AUO); Aixtron (AIXG); Alcatel-Lucent (ALU); Altera (ALTR); Amazon (AMZN); Apple (AAPL); Applied Materials (AMAT); Atmel (ATML); Avago (AVGO); BCD Semiconductor (BCDS); Broadcom (BRCM); Cabot Microelectronics (CCMP); Cavium (CAVM); China Mobile (CHL); Cisco (CSCO); Corning (GLW); Cree (CREE); EZchip (EZCH); Fujitsu (6702.TYO); Google (GOOG); HTC (2498.TW); Hittite Microwave (HITT); Hynix (000660.KS); IBM (IBM); Inphi (IPHI); Intel (INTC); Juniper (JNPR); KLA-Tencor (KLAC); LG (066570.KS); Lattice Semiconductor (LSCC); Linear Technology (LLTC); MXIM (MXIM); Marvell (MRVL); Mellanox (MLNX); Microchip (MCHP); Micron (MU); NVIDIA (NVDA); Nanometrics (NANO); NetLogic (NETL); Netlist (NLST); Novellus Systems (NVLS); Omnivision (OVTI); Oracle (ORCL); Orbotech (ORBK); PMC-Sierra (PMCS); Qualcomm (QCOM); Rambus (RMBS); Rubicon (RBCN); STMicro (STM); Samsung (005930.KS); SanDisk (SNDK); Synaptics (SYNA); TSMC (TSM); Texas Instruments (TXN); Toshiba (6502.TYO); Universal Display (PANL); Veeco (VECO); Verizon (VZ); Xilinx (XLNX).
