Global Economic Symposium
21 November 2002

(All files are in PDF format unless otherwise indicated)

Agenda and Welcome

Introduction
Randy Goodall, SEMATECH

Model Overview/Studies
Denis Fandel, SEMATECH

Equipment Material Markets
Robert Wright, SEMATECH

Lithography Industry R&D / RO
Walt Trybula, SEMATECH

Supplier Integration Focus
Iddo Hadar, Applied Materials

Demand Tracking Project
Alan Allan, Intel

IEF Meeting Results
Ed Graham, SEMI

IC Industry Cycles and Forecast
Bill McClean, IC Insights, Inc.

Demand Investment Modeling
Kenneth Flamm, University of Texas

Foundry Productivity Study
Jeffrey Macher, Georgetown University

Equipment Leasing Study
David Mowery, University of California, Berkeley

Summary/Next Steps
Randy Goodall, SEMATECH