08.24.09: Semiconductors, Semiconductor Equipment, and Software Report
3 roundtable forums, 10 analysts, and 12 sector firms examine the semiconductors, semiconductor equipment, and software segment in this 115 page report from The Wall Street Transcript.
Order this Report
Roundtable Forum: Alex Gauna, JMP Securities LLC; Hans Mosesmann, Raymond James & Associates, Inc.; Jeffrey Schreiner, Capstone Investments
Roundtable Forum: Dan K. Scovel, Tokeneke Research LLC; Kevin D. Vassily, Pacific Crest Securities; Patrick Wang, Wedbush Morgan Securities
Investing in Semiconductor Equipment: Patrick J. Ho, Stifel, Nicolaus & Company, Inc.
Outlook for Semiconductors: Auguste Richard, Piper Jaffray & Co.
Signs of a Rebound: J. Steven Smigie, Raymond James Financial Inc.
A Long View on Semiconductors: Craig Berger, FBR Capital Markets Corp.
A Summary of Semiconductors: Romit Shah, Barclays Capital
Outlook for the Semiconductor Industry: John Pitzer, Credit Suisse
Investing in Electronic Design Automation: Sterling Auty, JPMorgan Equity Research
Predictions for Christmas 2009: Brendan Furlong, Miller Tabak + Co., LLC
Semiconductors and the Comm Buildout: William "Sandy" Harrison, Signal Hill Capital Group LLC
The Rebound in Semiconductors: Patrick Wang, Morgan Wedbush Securities Inc.
Roundtable Forum: John Bright, Avondale Partners, LLC; Tavis McCourt, Morgan Keegan & Company, INC.
CEO Interviews (average 2,500 words): Top management from 12 sector firms examine the outlook for their firm and sector. Firms interviewed include: Advanced Photonix, Inc., Cohu, Inc., FSI International, Inc., Intersil Corporation, Jaco Electronics, Inc., LTX-Credence Corporation, Mattson Technology Inc., Microchip Technology, Inc., Oclaro, Inc., ON Semiconductor Corp., Silicon Laboratories, Inc., Waytronx, Inc.
Topics covered: DRAM Industry Reorganization -- Semiconductor Supply Chain Status -- Netbook Growth -- LCD TV Growth -- NAND Pricing and Demand -- Micro-Electro-Mechanical Systems (MEMS) Demand Cycle -- Ultra Low Voltage Processors -- Semiconductor Inventory Aging and Type -- Processor Power Developments
ORDER THIS REPORT NOW! CLICK HERE
Companies covered: Intel (INTC); Micron Technology (MU); Microsemi (MSCC); STEC, Inc. (STEC); National Semiconductor (NSM); Texas Instruments (TXN); Taiwan Semiconductor Manufacturing (TSM); ON Semiconductor (ONNN); Intersil (ISIL); Linear Technology Corporation (LLTC); Monolithic Power Systems (MPWR);Advanced Photonix (API); Waytronx Inc. (WYNX); LTX-Credence (LTXC); Mattson Technology Inc. (MTSN); Oclaro, Inc. (OCLR); Silicon Laboratories (SLAB); Microchip Technology, Inc. (MCHP); Cohu, Inc. (COHU); FSI International, Inc. (FSII); Jaco Electronics (JACO); Cadence Design Systems (CDNS); Synopsys (SNPS); Mentor Graphics (MENT); Magma Design Automation (LAVA)


