ANALYST INTERVIEW: SEMICONDUCTOR CAPITAL EQUIPMENT: ROBERT MAIRE - BEAR, STEARNS & CO.(PAQ906) SEMICONDUCTOR CAPITAL EQUIPMENT: ROBERT MAIRE - BEAR, STEARNS & CO. 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 6/12/02. Tickers featured: A, AEIS AEIS Advanced Energy Industries, Inc. (stock symbol) AEIS Aeronautical En-route Information Service AEIS Asociación Española de Ingeniería Sísmica (Spanish Association of Earthquake Engineering) , 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 , ASML, ASYT, BRKS, CHPC, CMOS, CRTK, CYMI, DPMI, KLAC, LRCX, MKSI, MTSN, NVLS, RTEC, SMTL, TER, UTEK, VECO, VSEA. Complete text approximately 3000 words. Document # PAQ906. ANALYST INTERVIEWS, The Wall Street Transcript, 67 Wall Street, NY 10005. Voice (212) 952 7433. Fax: (212) 668-9842. E-mail: transcript@twst.com. *** |
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