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Semiconductor Report

Published by: Wall Street Transcript

Published: Sep. 15, 2008 - 59 Pages


Table of Contents



Semiconductor Report - 59 pages of exclusive interviews, featuring:

Roundtable Forum:

Semiconductors - Craig Berger, Friedman, Billings, Ramsey & Co., Inc.;

William “Sandy” Harrison, Signal Hill Capital Group LLC;

Auguste Richard, Piper Jaffray & Co.;

Patrick Wang, Wedbush Morgan Securities Inc.
Outlook for Semiconductor Companies

Hans Mosesmann, Raymond James & Associates, Inc.
Semiconductor Component Companies - Tristan Gerra, Robert W. Baird & Co. Inc.
Outlook for Enterprise Hardware - Louis R. Miscioscia, Cowen and Company, LLC

Outlook for Computer Hardware & Disk Drives

Richard Kugele, Needham & Company, LLC

Off The Record: Semiconductors

Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
CEO Interviews - Advanced Photonix, Inc., Aetrium Incorporated, Arkados Group, Inc., BTU International, Inc., Exar Corporation



Topics covered include:

PC market strength

Internet access devices

Communications chip markets

Slowing demand in emerging markets

Inventory levels

Declining PC prices

Huge demand for iPhones

Consumer electronics outlook

Availability of more digital content

Handheld wireless devices

Smartphones

Networking demand

Pricing pressures

NAND, flash and DRAM

Pressure on semiconductor margins

Supply and revenue growth

Stock options

GAAP-based reporting

M&A activity

Investor interest

Small cap companies

Product cycle stories

Stock recommendations



Companies mentioned include:

Texas Instruments (TXN);

Intel (INTC);

NVIDIA (NVDA);

ON Semiconductor (ONNN);

Cypress Semiconductor (CY);

SunPower (SPWR);

Tessera Technologies (TSRA);

Silicon Laboratories (SLAB);

Monolithic Power (MPWR);

PMC-Sierra (PMCS);

ASML Holding (ASML);

Atmel (ATML);

Broadcom (BRCM);

Advanced Micro Devices (AMD);

Linear Technology (LLTC);

Trident Microsystems (TRID);

Marvell Technology Group (MRVL);

NetLogic (NETL); Cavium (CAVM);

Microsemiconductor (MSCC).

Abstract

The Wall Street Transcript has just published its Semiconductors issue, a report offering a timely review of the sector to serious investors and industry executives. This 59-page feature contains industry commentary through an expert roundtable, 4 Industry Analyst and CEOs from 5 sector firms.

Topics covered:
  • PC market strength
  • Internet access devices
  • Communications chip markets
  • Slowing demand in emerging markets
  • Inventory levels - Declining PC prices
  • Huge demand for iPhones
  • Consumer electronics outlook
  • Availability of more digital content
  • Handheld wireless devices
  • Smartphones - Networking demand
  • Pricing pressures
  • NAND, flash and DRAM
  • Pressure on semiconductor margins
  • Supply and revenue growth - Stock options
  • GAAP-based reporting - M&A activity
  • Investor interest
  • Small cap companies
  • Product cycle stories
  • Stock recommendations

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