Related Interviews

Finding Great Businesses Within the Semiconductor Ecosystem
May 07, 2024
Cofsky, Jonathan

Looking for High-Quality Large Caps at Bargain Prices
May 31, 2019
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Delivering Long-Term Results with a Risk-Managed Growth Fund
July 20, 2017
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Combining Price and Earnings Momentum for Greater Performance
March 10, 2017
Magee, David

Owning Out-of-Favor Companies with the Ability to Exceed Expectations
January 13, 2017
Burn III, Harry, Mayo T. Smith

Looking for Small Caps with a Catalyst to Unlock Value
October 07, 2016
Hill, Steven S.

Significant Pickup in M&A Activity in the Semiconductor Sector
September 09, 2014

Contrarian Value Investing in Mid- and Large-Cap Equities
December 16, 2013

Capex Spending Pickup Expected for Semiconductor Companies
April 22, 2013

Downside Protection with Upside Participation Through ESG Investing
October 11, 2012

Semiconductor Sector Expected to Shift from Pure Cyclical to Growth Cyclical
September 17, 2012

Acceleration in Mobile Devices Drives Demand & Capex in Semiconductors
May 11, 2012

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
May 07, 2012

Global Smart Metering Adoption Trends - Andrew Weisel - Macquarie Group Limited
September 19, 2011

Extended Tailwinds For Life Sciences & Diagnostic Tools - Amit Bhalla - Citi Investment Research & Analysis
June 13, 2011

Investing In Domestic Large-cap Companies - Degas. A. Wright - Decatur Capital Management, Inc.
January 10, 2011

Opportunistic Value Investing - M. Thomas Herzig - P.r. Herzig & Co., Inc.
February 23, 2009

Global Value-oriented Equity Investing - Jean-marie Eveillard, Matthew Mclennan & Abhay Deshpande - First Eagle Funds"
November 10, 2008

ROUNDTABLE FORUM: LIFE INSURANCE
March 17, 2008

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

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

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

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

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

SEMICONDUCTOR EQUIPMENT - ROBERT MAIRE - NEEDHAM & COMPANY, LLC
April 23, 2007

OUTLOOK FOR SEMI TEST COMPANIES - PATRICK J. HO - STIFEL, NICOLAUS & COMPANY, INC.
January 29, 2007

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

ROUNDTABLE FORUM: SEMICONDUCTOR EQUIPMENT
August 28, 2006

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

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

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

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

PETER RICCHIUTI - TULANE UNIVERSITY
April 24, 2006

ROBERT LUTTS - CABOT MONEY MANAGEMENT INC
April 24, 2006

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

FOOTWEAR & APPAREL COMPANIES: CLAIRE GALLACHER - CARIS & COMPANY
March 27, 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

John Jarrell - Objectivity, Inc.
October 21, 2005

ROUNDTABLE FORUM: SEMICONDUCTOR EQUIPMENT
September 12, 2005

PETER TCHEREPNINE - LOEB PARTNERS CORPORATION
September 12, 2005

STEVEN HILL - FIRST INVESTORS MANAGEMENT COMPANY INC
July 11, 2005

SMALL CAP GROWTH COMPANIES: JAWAHAR HINGORANI - THOMPSON, DAVID & CO
May 02, 2005

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

HOSPITALS & HEALTHCARE FACILITIES: DAVID DEMPSEY - AVONDALE PARTNERS LLC
April 04, 2005

CONSUMER SEMICONDUCTOR COMPANIES: CHRISTOPHER CHANEY - STANFORD GROUP COMPANY
April 04, 2005

K.STRAUSS / C.ZWEIG - ABNER HERMAN & BROCK INC ASSET MANAGEMENT
March 28, 2005

OUTLOOK FOR THE DEFENSE SECTOR: DAVID BAKER - STANFORD GROUP COMPANY
March 28, 2005

ROUNDTABLE FORUM: COMPUTER HARDWARE
March 21, 2005

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

D.ROLFE / D.WEBB - WEDGEWOOD PARTNERS INC
March 21, 2005

D.ALTABEF / D.KATZ - MATRIX ASSET ADVISORS
January 24, 2005

DONALD GHER - COLDSTREAM CAPITAL MANAGEMENT INC
November 29, 2004

R.BUCK / G.FURUKAWA / G.SMART - FREESTONE CAPITAL MANAGEMENT
October 25, 2004

TINA LARSSON - KINETICS ASSET MANAGEMENT INC
October 18, 2004

JAMES VOELKER - INFOSPACE INC (INSP)
October 04, 2004

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

ROGER PALLEY - NEUBERGER BERMAN LLC
August 30, 2004

DAVID ROOT JR. - D.B. ROOT & CO
August 09, 2004

RAFAEL SIMON - ZENON ENVIRONMENTAL INC (ZEN:TSX)
August 02, 2004

INVESTMENT OPPORTUNITIES IN ISRAEL: JULIE PFEFFER - DUPONT CAPITAL MANAGEMENT
June 02, 2004

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

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

DAVID ROLFE - WEDGEWOOD PARTNERS INC
March 15, 2004

SMALL CAP TECHNOLOGY COMPANIES: RICHARD MASHAAL - SENVEST INTERNATIONAL LLC
March 04, 2004

INVESTING IN PIPES: MARK ANGELO - CORNELL CAPITAL PARTNERS LP
March 04, 2004

STEVEN FELDSTEIN - STEVEN FELDSTEIN & ASSOCIATES
March 01, 2004

JONATHAN GOODMAN - PALADIN LABS INC (PLB:TSX)
January 26, 2004

Horacio Valeiras - Nicholas-applegate Capital Management
January 12, 2004

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

William Dezellem - Davidson Investment Advisors
November 10, 2003

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

V.gallagher / J.kloppenburg - Needham Investment Management Llc
October 20, 2003

Matthew Cohen - Acadian Asset Management
October 06, 2003

Michael Borgen - Navellier & Associates Inc
September 01, 2003

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

Woodson Hobbs - Pumatech Inc (puma)
July 14, 2003

Thomas Rusling - Howe & Rusling Inc
June 23, 2003

John Thompson - Thompson, Plumb & Associates Inc
May 26, 2003

Prospects For Natural Gas: Christopher Ellinghaus - Williams Capital Group
May 02, 2003

Laura Sloate - Sloate Weisman Murray & Company
April 14, 2003

C.browne/t.shrager/j.spears - Tweedy, Browne Company Llc
April 07, 2003

William Muggia - Westfield Capital Management Co Inc
March 24, 2003

Thomas Mckeon - West Chester Capital Advisors
January 20, 2003

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

J.schmidt / L.welch - John Hancock Funds
November 11, 2002

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

Catherine Rooney - Pitcairn Trust Company
September 23, 2002

Mark Odegard - Skyline Asset Management Lp
July 29, 2002

Mark Gorodinsky - Retirement System Investors Inc
July 01, 2002

Semiconductor Capital Equipment: Robert Maire - Bear, Stearns & Co
June 12, 2002

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

Jerome Walther - Church Capital Management
May 27, 2002

James Roos - Candlewood Hotel Company Inc (cndl)
May 27, 2002

Bradley Thompson - Oncolytics Biotech Inc (onc:tse)
May 06, 2002

Robert Bannon - Eureka Investment Advisors Inc
April 22, 2002

Jon Quigley - Advanced Investment Technologies (ait)
April 15, 2002

Outlook For Canadian Telecom Services: Richard Talbot - Rbc Capital Markets
April 09, 2002

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

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

Semiconductor Stocks: Robert Stern - Needham & Co
March 18, 2002

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

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

T.coin Jr. / D.pugh - Peregrine Capital Management
February 25, 2002

Brian Barish - Cambiar Investors Inc
February 11, 2002

Jason Graybill - Abner, Herrman & Brock Inc
February 11, 2002

O.thomas Barry Iii - George D. Bjurman & Associates
January 21, 2002

Douglas Altabef / David Katz - Matrix Asset Advisors
January 14, 2002

Edward Ramos - Brown Capital Management
January 07, 2002

Darrell Hughes - Cognigen Networks Inc (cgnw)
December 24, 2001

Fredrik Martensson - Skandia Asset Management
December 24, 2001

Jonathan Raclin - Barrington Research Associates
December 24, 2001

Brian Kirkpatrick - Bridges Investment Counsel Inc
December 24, 2001

Peter Cundill - Cundill & Associates
October 29, 2001

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

Roundtable Forum: Utilities & Power Companies
October 29, 2001

Analog & Intellectual Property Semiconductor Stocks: Seth Dickson - Lehman Brothers
September 12, 2001

European Diversified Electronics: Mark Regan - Lehman Brothers
September 12, 2001

Steven Quay - Nastech Pharmaceutical Company Inc (nstk)
August 06, 2001

William King - Aviation Distributors (adin)
June 18, 2001

David Karlgaard - Pec Solutions Inc (pecs)
April 23, 2001

Scott Link - Disciplined Growth Investors Inc
April 02, 2001

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

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

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

Semiconductor Equipment: Theodore O'neill - Needham & Co
March 21, 2001

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

O. Thomas Barry - George D. Bjurman & Associates
February 19, 2001

Robert Schwarzkopf / Sandi Gleason - Kayne Anderson Rudnick Investment Mgmt
February 05, 2001

Michael Mayfield - Santa Barbara Asset Management
December 18, 2000

Ronald Tucker - Tensleep.com Inc (tens)
December 11, 2000

Eric Mckissack - Ariel Mutual Funds
September 04, 2000

Amy Domini - Domini Social Investments Llc
September 04, 2000

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

Donald Reid - Lotsoff Capital Management
August 14, 2000

Malcolm Butler - Fiduciary Services Corporation
July 31, 2000

Outlook For Semiconductors : Arun Veerappan - Robertson Stephens
July 31, 2000

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

Jean-gerard Galvez - Activcard Sa (acti)
July 24, 2000

David Fried - Fried Asset Management
May 08, 2000

Roundtable Forum: Managed Care Industry
May 01, 2000

Thomas Pierce - R.j. Steichen Inc
May 01, 2000

Papken Der Torossian - Silicon Valley Group Inc (svgi)
March 23, 2000

Roundtable Forum: Nonferrous Metals
March 13, 2000

F. Barry Nelson - Advent Capital Management
March 06, 2000

Business Software : Eric B. Upin - Robertson Stephens
March 02, 2000

Quinn R. Stills - The Boston Company Asset Management
February 28, 2000

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

James R. Bernstein - Imperial Investments Ltd
February 07, 2000

Clive A. Gillmore - Delaware International Equity Fund
January 17, 2000

Lida B. Greenberg - Delta Capital Managment
November 29, 1999

Outlook For E-health Companies : Satish K. Tyagi - Sg Cowen
November 29, 1999

Brad Badeau - Trimark Financial Corporation (tmf.to)
November 22, 1999

Wayne F. Wilbanks - Wilbanks, Smith & Thomas
October 11, 1999

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

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

Networking Software Infrastructure : John F. Powers - Bancboston Robertson Stephens
August 04, 1999

Emerging Markets In Technology : John Rohal - Bancboston Robertson Stephens
July 29, 1999

Optoelectronics : Sean Chaitman - Jesup & Lamont Securities Corporation
July 26, 1999

Beverage Stocks : David A. Goldman - Banc Of America Securities
July 19, 1999

Richard K. Herzer - Ihop Corporation (ihop)
November 09, 1998

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

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

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

Robert B. Knutson - Education Management Corp (edmc)
May 18, 1998