ANALYST INTERVIEW: BACK-END TEST & ASSEMBLY COMPANIES: PATRICK HO - STIFEL, NICOLAUS & CO INC.(ZBM801) BACK-END TEST & ASSEMBLY COMPANIES: PATRICK HO - STIFEL, NICOLAUS & CO INC. Reviews the performance of the industry, and examines recent changes that have impacted companies in that sector. Topics discussed include competition, mergers and acquisitions, and the development of customer demand; and a number of companies are identified that are considered well positioned to succeed in the current market. Sector: Semiconductor Equipment. Published date 1/30/06. Tickers featured: A, AMAT AMAT Applied Materials (stock symbol) AMAT Average Memory Access Time AMAT Automatic Message Accounting Transmitter AMAT Anti-Materiel (bomb or mine) AMAT Ageing Management Assessment Team , AMKR AMKR Amkor Technology , ATE, CMOS (Complementary Metal Oxide Semiconductor) Pronounced "c-moss." The most widely used integrated circuit design. It is found in almost every electronic product from handheld devices to mainframes. , FORM, INTC, KLAC, KLIC, LRCX, LTXX, MU, NVLS, TER, TSM, UMC. Complete text approximately 3000 words. Document # ZBM801. ANALYST INTERVIEWS, The Wall Street Transcript, 67 Wall Street, NY 10005. Voice (212) 952 7433. Fax: (212) 668-9842. E-mail: information@twst.com. |
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