Semiconductor Stocks. Dan Scovel of Fahnestock & Co. reviews the...
DAN K. SCOVEL
12/01/98
The Wall Street Transcript Digest
(Copyright 1998 Wall Street Transcript Corporation)
Semiconductor Stocks. Dan Scovel of Fahnestock & Co. reviews the performance of the semiconductor 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. Companies mentioned include Micron Technology (MU), Intel (INTC), AMD (AMD), IDT (IDTC), National Semiconductor (NSM), Altera (ALTR), Xilinx (XLNX), Lattice (LSCC), Actel (ACTL), LSI Logic (LSI), Lucent (LU), Texas Instruments (TXN), Motorola (MOT), VLSI Technology (VLSI), C-Cube Microsystems (CUBE).
Published date 4/13/98. Complete text approximately 4,000 words. Document #EAJ810. ANALYST INTERVIEWS, The Wall Street Transcript, 100 Wall Street, NY 10005. Voice (212) 952 7400. Fax: (212) 668-9842. E-mail: transcript@twst.com.
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