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Semiconductor Sector Expected to Shift from Pure Cyclical to Growth Cyclical
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Shah, Vishal

Acceleration in Mobile Devices Drives Demand & Capex in Semiconductors
May 11, 2012
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A Weaker Back Half of 2012 for Semiconductor Capital Equipment
May 08, 2012

A Pickup in DRAM & NAND Flash Spending for Back Half of 2012
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Opportunistic Value Investing - M. Thomas Herzig - P.r. Herzig & Co., Inc.
February 23, 2009
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ROUNDTABLE FORUM: LIFE INSURANCE
March 17, 2008

OUTLOOK FOR SEMICONDUCTOR EQUIPMENT - PATRICK J. HO - STIFEL, NICOLAUS & CO., INC.
March 10, 2008

SEMICONDUCTOR EQUIPMENT - DARICE LIU - MAXIM GROUP, LLC
April 23, 2007

SEMICONDUCTOR EQUIPMENT - STEPHEN O'ROURKE - DEUTSCHE BANK SECURITIES, INC.
April 23, 2007

MORTGAGE REITS & BDCS - MARVIN LOH - OPPENHEIMER & CO. INC.
April 23, 2007

INVESTING IN LONG/SHORT GLOBAL EQUITIES - HIMANSHU H. SHAH - SHAH CAPITAL MANAGEMENT, INC.
April 23, 2007

COMMERCIAL AEROSPACE & DEFENSE CONTRACTORS: CHRIS LOZIER - MORNINGSTAR INC
August 28, 2006

PATRICK LYONS - NCM CAPITAL MANAGEMENT GROUP INC
August 28, 2006

SEMICONDUCTOR EQUIPMENT: STUART MUTER - RBC CAPITAL MARKETS
April 24, 2006

SEMICONDUCTOR EQUIPMENT: MEDHI HOSSEINI - FRIEDMAN, BILLINGS, RAMSEY GROUP INC`
April 24, 2006

SPECIALTY & MORTGAGE FINANCE: MARK AGAH - PORTALES PARTNERS
April 24, 2006

SPECIALTY FINANCE: STEPHEN SCHULZ - KEEFE, BRUYETTE & WOODS INC
April 24, 2006

PETER RICCHIUTI - TULANE UNIVERSITY
April 24, 2006

J.HENDERSON / M.MAURER - BOk INVESTMENT ADVISERS INC
March 06, 2006

OUTLOOK FOR IT HARDWARE COMPANIES: BILL SHOPE - JPMORGAN CHASE
January 30, 2006

OUTLOOK FOR LODGING COMPANIES: SAMIR JAIN - JEFFERIES & CO INC
January 23, 2006

Craig Jensen - Diskeeper Corporation
November 25, 2005

ROUNDTABLE FORUM: SEMICONDUCTOR EQUIPMENT
September 12, 2005

SMALL & MID-CAP DEFENSE TECHNOLOGY: CHRIS DONAGHEY - SUNTRUST ROBINSON HUMPHREY
April 06, 2005
Donaghey, Chris

HOSPITALS & HEALTHCARE FACILITIES: DAVID DEMPSEY - AVONDALE PARTNERS LLC
April 04, 2005
Dempsey, David P.

CONSUMER SEMICONDUCTOR COMPANIES: CHRISTOPHER CHANEY - STANFORD GROUP COMPANY
April 04, 2005
Chaney, Christopher A.

OUTLOOK FOR SEMICONDUCTOR EQUIPMENT: MEHDI HOSSEINI - FRIEDMAN, BILLINGS, RAMSEY GROUP INC
March 21, 2005
Hosseini, Mehdi

TINA LARSSON - KINETICS ASSET MANAGEMENT INC
October 18, 2004
Larsson, Tina

EMS PROVIDERS: BRIAN WHITE - KAUFMAN BROTHERS LP
September 08, 2004
White, Brian

INVESTING IN TECHNOLOGY GROWTH STOCKS: CHRIS SESSING - CROWELL, WEEDON & CO
May 24, 2004
Sessing, Chris

HEALTHCARE SERVICES: ROBERT MAINS - ADVEST INC
May 24, 2004
Mains, Robert M.

APPAREL & FOOTWEAR STOCKS: NOELLE GRAINGER - J.P.MORGAN SECURITES
May 17, 2004
Grainger, Noelle

Outlook For Semiconductor Equipment: Klaus-dieter Rinnen - Gartner Dataquest
November 10, 2003
Rinnen, Klaus-Dieter

Outlook For Aerospace & Defense: Robert Parker - Amr Research Inc
November 10, 2003
Parker, Robert

William Dezellem - Davidson Investment Advisors
November 10, 2003
Dezellem, William J.

Outlook For Semiconductors: Daniel Scovel - Neehdham & Co
August 25, 2003
Scovel, Daniel K.

Transaction Processing: Andrew Jeffrey - Needham & Company
January 03, 2003
Jeffrey, Andrew

Outlook For Homebuilding: Matthew Moyer - A.g. Edwards & Sons
November 04, 2002
Moyer, Matthew G.

Mark Odegard - Skyline Asset Management Lp
July 29, 2002
Odegard, Mark N.

Asia Ex-japan: Semiconductors & Computer Hardware: Gurinder Kalra - Bear, Stearns & Co
June 12, 2002
Kalra, Gurinder Singh

Jerome Walther - Church Capital Management
May 27, 2002
Walther, Jerome H.

Alexander Muromcew - Loomis, Sayles & Co
May 06, 2002
Muromcew, Alexander L.

John Thompson - Thompson, Plumb & Associates Inc
April 15, 2002
Thompson, John C.

Outlook For Semiconductors: Kevin Vassily - Thomas Weisel Partners Llc
March 18, 2002
Vassily, Kevin

Mihir Parikh - Asyst Technologies Inc (asyt)
March 18, 2002
Parikh, Mihir

Frank Latuda Jr. - Kennedy Capital Management
March 18, 2002
Latuda, Frank A.

Education & Business Services Companies: Brandon Dobell - Credit Suisse First Boston
March 17, 2002
Dobell, Brandon

Gregory Priest - Smartforce Plc (smtf)
March 17, 2002
Priest, Gregory

Electronic Components, Component Capital Equipment & Display Technologies: James Ricchuiti - Needham & Company
January 07, 2002
Ricchiuti, James

Brian Kirkpatrick - Bridges Investment Counsel Inc
December 24, 2001
Kirkpatrick, Brian M.

Alternative Energy Technologies: Ali Agha - Banc Of America Securities
October 29, 2001
Agha, Ali

Roundtable Forum: Utilities & Power Companies
October 29, 2001
Winter, Timothy M., Fremont, Paul B., Seitz, Daniele M.

Joseph Barrett - Nokia Networks (nok)
August 09, 2001
Barrett, Joseph

Ian Mackinnon - Servicepower Technologies - (lse:svr.l)
March 26, 2001
MacKinnon, Ian

Semiconductor Equipment: Brett Hodess - Merrill Lynch Global Securities
March 21, 2001
Hodess, Brett

Semiconductor Equipment: Ali Irani - Cibc World Markets
March 21, 2001
Irani, Ali

Semiconductor Equipment: Edward White Jr. - Lehman Brothers
March 21, 2001
White, Edward C.

John Depodesta - Primus Telecommunications Group Inc (prtl)
August 28, 2000
Depodesta, John F.

Emps Industry Outlook : J. Keith Dunne - Robertson Stephens
July 25, 2000
Dunne, J. Keith

David Fried - Fried Asset Management
May 08, 2000
Fried, David R.

Roundtable Forum: Managed Care Industry
May 01, 2000
McKeever, William S., Marsh, Lawrence C., Kroll, Edmund E., Shove, David

Roundtable Forum: Nonferrous Metals
March 13, 2000
Lazarovici, Victor, McNamara, Thomas, Roling, Daniel

James E. Tait - Vesta Insurance Group Inc (vta)
February 14, 2000
Gayle, Norman W., Tait, James E.

Michael T. Jackson - Emerging Growth Management Co
August 30, 1999
Jackson, Michael T.

Internet Advertising & Marketing : Tara Long - C.e. Unterberg, Towbin
August 23, 1999
Long, Tara

Nicholas H. Davis - Montana Investment Advisors
October 12, 1998
Davis, Nicholas H.

Health Care Distribution & Ppms : Lawrence C. Marsh - Salomon Smith Barney
September 23, 1998
Marsh, Lawrence C.

Semiconductor Equipment Stocks : Gerald S. Fleming - Van Kasper & Co
September 14, 1998
Fleming, Gerald S.

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