Topics covered: Unit capacity utilization, Takeover candidates, Stocks to worry about, Stock recommendations, Specialization of test equipment, Significant pullback in tester orders, Reducing cost structures, Orders for wafer manufacturing equipment, Management performance, Investor interest, Inventory levels, Industry consolidation, Increased demand for analog chips, Holiday season expectations, Front-end and back-end equipment, Flash memory and DRAM equipment outlook, Demanded for integration rather than speed & function, Chip inventory buildup in Q4 and Q1, Capital spending outlook, 3G and wireless
