Here's a seminar for you Sparky. Maybe you and Carl could have an in-your-face (I mean face to face) discussion of the merits of FSII <g>.
In all seriousness it looks interesting, and cheap at $350. If Andrew Vance was speaking, I'd even be willing to pay $450.
Best - Joe
**********
Copyright 1997 Business Wire, Inc.
Business Wire
June 18, 1997, Wednesday
Investing in semiconductor equipment industry: knowledge is power
DALLAS June 18, 1997--INFRASTRUCTURE is pleased to announce "Intense INFRASTRUCTURE," a seminar specifically designed to help non-technologists better understand the semiconductor manufacturing industry, particularly from an investment point of view.
Members of the financial community and private investors are encouraged to participate in this unique seminar. Intense INFRASTRUCTURE offers an opportunity to tap the knowledge and insight of the leading research organization covering the semiconductor equipment industry.
The half-day seminar provides a conceptual framework for each process step in the semiconductor manufacturing process and will arm participants with an overview of leading-edge issues and opportunities seen in the market today.
The Intense INFRASTRUCTURE agenda will include:
-- Semiconductor Demand Dynamics -- Wafer Processing Technology -- The Fab Manager's Perspective -- Assembly, Test and Packaging Technology -- Rationale Behind INFRASTRUCTURE Portfolio Selections -- Time Allocated For Informal Discussion With INFRASTRUCTURE Staff The seminar will impart a stronger knowledge of the semiconductor manufacturing industry, extending from demand conditions that effect leading manufacturers such as Analog Devices (NYSE:ADI), Intel (NASDAQ:INTC), International Business Machines (NYSE:IBM), Lucent Microelectronics (NYSE:LU), Motorola (NYSE:MOT), SGS Thomson (NYSE:STM) and Texas Instruments (TXN:NYSE), to the logic underpinning the success and selection process of the INFRASTRUCTURE Model Portfolio.
The power of direct and fully-independent industry insight speaks for itself: The INFRASTRUCTURE Model Portfolio has generated a compound annual return of 37.5% since inception.(1) Portfolio selections have included well known companies such as Applied Materials (NASDAQ:AMAT), PRI Automation (NASDAQ:PRIA), Silicon Valley Group (NASDAQ:SVGI), and Tencor Instruments (NASDAQ:TNCR).
The seminar will detail the role and inter-relationships within the industry that effect publicly traded companies. Such companies include industry giants Applied Materials, Lam Research (NASDAQ:LRCX), KLA Instruments (NASDAQ:KLAC) and Teradyne (NYSE:TER), as well as smaller companies such as ASM Lithography Holding N.V. (NASDAQ:ASMLF), Asyst Technologies (NASDAQ:ASYT), Brooks Automation (NASDAQ:BRKS), Electroglas (NASDAQ:EGLS), Etec Systems (NASDAQ:ETEC), FSI International (NASDAQ:FSII), Integrated Process Equipment (NASDAQ:IPEC), K&S Industries (NASDAQ:KLIC), Mattson Technology (NASDAQ:MTSN), Novellus Systems (NASDAQ:NVLS), OnTrak Systems (NASDAQ:ONTK), SpeedFam International (NASDAQ:SFAM), Ultratech Stepper (NASDAQ:UTEK) and Watkins-Johnson Co. (NYSE:WJ).
"Based on the resounding success of INFRASTRUCTURE's tutorial presentation at the first ever SEMInvest97 conference, it is clear that high demand among members of the investment community exists for an authoritative and independent review of the semiconductor manufacturing industry," noted Ron Leckie, Chief Executive Officer, INFRASTRUCTURE. "Intense INFRASTRUCTURE empowers the financial community with the insight needed to more effectively invest in our dynamic industry."
DATES AND LOCATIONS: Intense INFRASTRUCTURE will be held in the following major cities: -0- -- San Francisco on July 28, 1997
Grand Hyatt, Union Square
-- New York on August 19, 1997
Sheraton Hotel & Towers, 7th Avenue
-- Boston on August 21, 1997
Fairmont Copley Plaza, St. James Avenue -0- TO SIGN-UP: Please call
800/447-6643 to register. The seminar is priced to the public at $ 350 ($ 400
at the door).
|
