Kap,I am tuned in to the AMD and Robertson Stephens presentation and all I am getting is a lot of noise. Think they could be using Athlon MP’s for the presentation?
All I could find on Robertson Stephens web site is the following press release. Note the only connected party to AMD that is mentioned is Atiq Raza. Maybe they could ask him why Jerry waited so late to change Q2 guidance.(VBG)
Robertson Stephens Hosts Semiconductor Conference
-More than 100 Company Management Presentations -
- Workshops and Panel Discussions by Robertson Stephens Senior Analysts -
San Francisco, July 25, 2001 – Robertson Stephens today opened its Semiconductor Conference, the last in a series of three technology investor conferences hosted this week in San Francisco.
The conference, held today and tomorrow, will feature management presentations by more than 100 leading public and private semiconductor companies, as well as industry workshops and presentations hosted by the following Robertson Stephens’ senior equity research analysts:
John Barr, Design Enabling Technologies
Sue Billat, Semiconductor Equipment/Foundries
Arun Veerappan, Communication Components/Semiconductor Devices
Eric Rothdeutsch, Semiconductors/Computer Hardware
Tore Svanberg, Analog and Mixed-Signal Semiconductor Devices
"Although overall conditions are depressed right now, we are seeing some exciting, sweeping technology transitions in the semiconductor world," said Barry Tarasoff, Director of Research. "New technology in manufacturing and design is generating growth and efficiency, which we believe will lead to better return for long-term investors in this space."
Today’s featured speakers include: David Rickey, CEO and President, Applied Micro Circuits Corp.; Atiq Raza, Chairman and CEO, Raza Foundries Inc.; and Joseph Bronson, CFO, Applied Materials, Inc.
robertsonstephens.com
Herb |
