Industry Growth Opportunities a key topic of Wall Street Transcript Semiconductor Issue.: Financial News - Yahoo! Finance

"Longer term, the semiconductor industry looks set for a positive run. There is increased silicon penetration into all kinds of devices. The consumer market is growing strongly. Wi-Fi and other wireless protocols are growing into multiple-end-devices, so there is unit growth compounded by silicon content growth within devices. Topics include: Supply/demand balance, Inventory levels, Distributor consolidation, Strong product cycles, Product lead times, Pricing issues, End market outlook, PC replacement, NAND flash memory, Flat panel TV chip makers, Low end analog companies, Consumer applications, Emerging market demand growth, Sector cyclicality, M&A activity, Industry seasonality, Stock picks, Stocks to avoid. "