ANALYST INTERVIEW: SEMICONDUCTOR EQUIPMENT INDUSTRY: EDWARD WHITE JR. - LEHMAN BROTHERS.(PAC907) SEMICONDUCTOR EQUIPMENT INDUSTRY: EDWARD WHITE JR. - LEHMAN BROTHERS. 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: Semiconductors. Published date 3/18/02. Tickers featured: 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 , ASML ASML Abstract State Machine Language ASML Anisotropic Shielded Microstrip Line , BRKS BRKS Brooks (street suffix) , CYMI, KLAC, KLIC, NVLS NVLS Novellus Systems (stock symbol) , TWAV. Complete text approximately 3000 words. Document # PAC907. 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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