Semiconductor Industry Conference October 15-17, 1984 Hotel Del Coronado P^->il a San Diego, California o 2 r »—oh £:i: I Pui 13 m CD o 1290 Ridder Park Drive San Jose, California 95131 0 (408) 971-9000 3 Telex: 171973 o u < < Sales/Service offices: CD UNITED KINGDOM GERMANY DATAQUEST UK Limited DATAQUEST GmbH 144/146 New Bond Street In der Schneithohl 17 r London WIY 9FD D-6242 Kronberg 2 United Kingdom West Germany (01) 409-1427 (06173) 6921 Telex: 266195 Telex: 410939 FRANCE JAPAN DATAQUEST SARL DATAQUEST Japan, Ltd. 41, rue Ybry Azabu Heights, Suite 711 92522 Neuilly-sur-Seine Cedex 1-5-10, Roppongi, Minato-ku France Tokyo 106, Japan (01) 758-1240 (03) 582-1441 Tfelex: 630842 Telex: J32768 The content of this report represents our interpretation and analysis of infor­ mation generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients. This information is not furnished in connection with a sale or offer to sell securities, or in connection with the solicitation of an offer to buy securities. This firm and its parent and/or their officers, stockholders, or members of their families may, from time to time, have a long or short position in the securities mentioned and may sell or buy such securities. Printed in the United States of America. All rights reserved. No part of this publication may be reproduced, stored in retrieval systems, or transmitted, in any form or by any means—mechanical, electronic, photocoptying, duplicating, microfilm­ ing, videotape, or otherwise—without the prior written permission of the publisher. © 1984 Dataquest Incorporated • CX^^:^#a Dataquest 1984 SEMICONDUCTOR INDUSTRY CONFERENCE October 14-17, 1984 Hotel Del Coronado San Diego, California SUNDAY, October 14 3:00 p.m. to 7:00 p.m. Registration Registration Area 8:00 p.m. to 9:30 p.m. Cocktails Garden Patio MONDAY, October 15 7:30 a.m. Buffet Breakfast Ballroom 7:30 a.m. Registration Continues Grand Hall Foyer 9:00 a.m. Welcome Regent Empress Room Howard Z. Bogert Vice President Dataquest Incorporated 9:30 a.m. Semiconductor Outlook—Soft Landing or Hard Regent Empress Room Frederick L. Zieber Senior Vice President Dataquest incorporated 10:00 a.m. The Expanding Universe of Semiconductors Regent Empress Room Chuck Thompson Vice President Director, World Wide IVIarketing l^otorola Semiconductor Sector 10:30 a.m. Coffee Break Regent Empress Room 11:00 a.m. 1984: Before and Beyond Regent Empress Room Jim Riley Senior Vice President Dataquest Incorporated 11:30 a.m. Bipolar Fights Back Regent Empress Room John C. East Vice President Bipolar Division Advanced l^icro Devices 12:15 p.m. Lunch Ballroom 1:45 p.m. Financial Analyst's Session Stuart Room (Presentations by Pru-Bache Staff and Industry Executives) Mini-Conference Sessions (Presentations by Dataquest StafO CAD/CAM and ASICs Regent Empress Room Memory Hanover Room Equipment and Technotogy Windsor Complex 3:00 p.m. Financial Analyst's Session Stuart Room (Presentations by Pru-Bache Staff and Industry Executives) Mini-Conference Sessions (Presentations by Dataquest Staff) Geographic li^nds Windsor Complex Microprocessors Oxford Room User Workshop Regent Empress Room 6:00 p.m. Cocktails Promenade Deck 7:00 p.m. Dinner Ballroom 8:30 p.m. Dinner Speaker Ballroom Economic Outlook—What Will The Election's Impact Be? A. Gary Shilling President A. Gary Shilling and Co., Inc. 9:30 p.m. Informal Discussion and Hosted Refreshments Ballroom (over) Dataquest Incorporated, A Subsidiary of A.C. Nielsen Company / 1290 Ridder Park Drive / San Jose, GA 95131 / (408) 971-9000 / Telex 171973 TUESDAY, October 16 7:45 a.m. Buffet Breakfast Ballroom 8:30 a.m. Pervasiveness—The Perspective Revisited Regent Empress Room Charles H. Phipps Vice President, Semiconductor Group Manager, Market Development Texas Instruments Incorporated 9:00 a.m. Systems Design At The Chip Level Regent Empress Room Doug Ritchie Vice President Consumer Specific Products National Semiconductor Corporation 9:30 a.m. Distribution, A New Era Regent Empress Room John Abram Executive Vice President Arrow Electronics 10:00 a.m. Coffee Break Regent Empress Room 10:30 a.m. Servicing High-Performance Systems Designers Regent Empress Room Roger Smullen President and Chief Executive Officer Applied Micro Circuits Corporation 11:00 a.m. Proliferation of Products and Systems in Japan Regent Empress Room Jerry Crowley President and Chief Executive Officer Oki Semiconductor 11:30 a.m. ASICs Come of Age Regent Empress Room Henri Jarrat President and Chief Operating Officer VLSI Technology 12:15 p.m. Lunch Baih lom 1:45 p.m. Applications, The Fuel of Pervasiveness Regent Empress Room Ken McKenzie Associate Director, Semiconductor Group Dataquest Incorporated 2:15 p.m. Highly Integrated Systems Regent Empress Room Jon Cornell Senior Vice President and Sector Executive Harris Semiconductor 2:45 p.m. Fast CMOS: Key to VLSI Pervasiveness Regent Empress Room T. J. Rodgers President Cypress Semiconductor 3:15 p.m. Telecommunications Impact of Semiconductors .Regent Empress Room Marisa Bellisario Managing Director and Chief Executive Officer Italtel Group 4:00 p.m. Industry Athletic Challenge 10 km Course Once again Lane Mason of the SIS staff will host this industry's annual running event. Sign-ups at the registration desk. 6:00 p.m. Cocktails Garden Patio 7:00 p.m. Dinner—Western Barbeque Garden Patio 9:00 p.m. Informal Discussion and Hosted Refreshments Garden Patio continued on next pag # WEDNESDAY, October 17 7:45 a.m. Buffet Brealdast Ballroom 8:30 a.m. Ideas and the Proliferation of Technology Regent Empress Room Professor Everett M. Rogers Institute for Communications Stanford University Judy Larsen, Ph.D. President Cognos Associates 9:00 a.m. Europe—A Technological Backwater? Regent Empress Room Malcolm Penn Director Dataquest U.K. Ltd. 9:30 a.m. Semiconductor Equipment: Key to Pervasiveness Regent Empress Room Bill Bottoms President Semiconductor Equipment Division Varian Associates 10:00 a.m. Coffee Break Regent Empress Room 10:30 a.m. The Impact of Workstation Proliferation Regent Empress Room Aryeh Finegold President Daisy Systems 11:00 a.m. Service, Software, and Silicon Regent Empress Room Wilfred J. Corrigan President and Chief Executive Officer LSI Logic 11:30 a.m. LSI Growth: 1985-1995 Regent Empress Room Jack Carsten Senior Vice President and General Manager Intel Corporation 12:00 noon Conference Conclusion Regent Empress Room 12:30 p.m. Buffet Luncheon Ballroom Semiconductor Industry Service Howard Z. Bogert Mr. Bogert is a Vice President of DATAOUEST and Director of its Semiconductor Industry Service. During his 23 years in electronics, he has held management positions in market research, product planning, long-range planning, research and development, and engineering. Most recently, he was a Divisional Vice President of Engineering for Rockwell International. Earlier, he was Director of MOS Development for Siliconix, and Manager of Design for AMI. Mr. Bogert holds a B.S. degree In Electrical Engineering from Stanford University, an M.S. degree from the University of Maryland, and an M.B.A. degree from the University of Santa Clara. Kenneth V. McKenzie Mr. McKenzie is Associate Director of DATAQUEST's Semiconductor Industry Service. He is responsible for all research activities on semiconductors and related publications. His other duties include internal data processing coordination for the Semiconductor Industry Service and research into specific end-user markets. During Mr, McKenzie's 14 years in the electronics industry, he has held management positions in both design engineering and marketing. His most recent position was as Marketing Manager at ZIlog, Inc. Prior to that, Mr. McKenzie was Marketing Manager for 8-blt microprocessors at Intel Corporation. James F. Riley Mr. Riley is a Senior Vice President of DATAQUEST. Previously, he was President of SIgnetics, a subsidiary of Corning Glass Works Incorporated, and of Intersil Incorporated. He has 20 years of experience In the semiconductor Industry, the last nine of which have been with DATAQUEST. Mr. Riley has considerable experience In corporate planning, marketing, and general management. Mr. Riley received a B;S. degree in Business Administration from Lehigh University, where he was elected to Phi Beta Kappa. Frederick L. Zieber Mr. Zieber is a Senior Vice President of DATAQUEST, a member of Its Executive Committee, and the Director of Its Semiconductor Group. The Semiconductor Group Includes the Semiconductor Industry Service, the European Semiconductor Industry Service, the Japanese Semiconductor Industry Service, and the Semiconductor User Information Service Mr. Zieber has 12 years of experience in market research and consulting to the semiconductor industry, and previously worked in the semiconductor industry for nine years. He has experience in processing, designing, manufacturing, and testing integrated circuits and discrete devices. He holds two patents in semiconductor processing. Mr. Zieber has a B.S. degree In Electrical Engineering from Stanford University and an M.B.A. degree from the Graduate School of Business at Stanford University. Lane iVIason Mr. Mason is a Senior Industry Analyst for DATAQUEST's Semiconductor Industry Service. He has been with DATAQUEST for five years, during which time he has gained Increased responsibility for coverage of MOS memory markets and company analyses, as well as general research support. Mr. Mason has worked for Hughes Aircraft and Raychem Corporation. He has a B.S. degree in Physics from the California Institute of Technology, and has done graduate work at U.C.L.A. in the Department of Economics. (over) Robert E. IVIcGeary Mr. McGeary is a Senior Industry Analyst for DATAQUEST's Semiconductor Industry Service. Prior to joining DATAQUEST, he was Product Marketing Manager at Applied Materials, Inc., where he managed the worldwide product marketing activities for the Dry Etch Division and managed product support for European dry etch business.