*AV*--Gee, I wonder what these guys had to say?? Hm!!!
SEMInvest '98 Panel 2/18 on the Semiconductor Industry - 2/19/98
New York, Feb. 18, 1998 (B) -- Willem Maeris, chief executive of ASM Lithography moderates a panel discussion on the semiconductor industry at SEMInvest '98. Panelists are: Gnnar Miller of PaineWobber, Edward White of Lehman Brothers, Elliott Rogers of Deutsche Morgan Grenfell, Jonathan Joseph of NationsBanc Montgomery Securities and Jay Deahna of Morgan Stanley Dean Witter.
01:56 Introduction of panelists; Maris' opening remarks
01;48 Joseph: the performance of the semiconductor industry
02:11 Deahna; the outlook for semiconductor stocks
02:01 Miller: outlook for the semiconductor sector, Asia's impact
02:19 White's forecast for the semiconductor sector through 1998
02:14 Rogers: industry prices, orders in 1998, industry margins
03:10 Joseph: DRAM prices and industry capital spending
02:18 Deahna: the, Impact of Asia's cash crunch on he industry
02:33 Miller: chip production technology in Asia, Korean problems
01:49 Miller: the Korean industry's financing challenges,,
04:31 Maris, Deahna, Rogers: Korean financing and investment
03:07 Miller, Deahna, White: Korean borrowing, capital-spending
04:07 White, Rogers: outlook for Taiwanese. Japanese industries
05:25 Deahna: Rogers: outlook for 300 millimeter wafers |
