Conference Calls
Monthly Conference Calls
Charter Equity Research holds a one hour conference call every month covering a variety of topics in the wireless/telecom industry including results from detailed studies, one-on-one discussions with key executives, management roundtable discussions and in-depth analyses and forecasts. Email transcripts are sent following each conference call. All calls are open for direct questions from investor participants.
Conference calls hosted by our Principal Analyst include:
Company Management Discussions:
 RF Semiconductor Food Chain CEO roundtable discussion with Dave Aldrich, CEO of Skyworks and Bob Bruggeworth, CEO of RF Micro Devices. Conference Call TranscriptThe second in our series of conference calls on the RF Food Chain: TriQuint and Anadigics discuss strategic and technical changes they and the industry are facing in 2008.December 14, 2007 RF Semiconductor Food Chain CEO roundtable discussion with Dave Aldrich, CEO of Skyworks and Bob Bruggeworth, CEO of RF Micro DevicesA candid discussion with the CEO’s of Skyworks and RF Micro Devices on new entrants, technical differences and the competitive realities facing the RF semiconductor industry.Host: Edward Snyder, Principal Analyst, Charter Equity Research December 14, 2007 Post 3Q07 Wireless and Semiconductor Industry AnalysisA detailed look at operating, financial and valuation trends in the wireless and semiconductor industries.Host: Edward Snyder, Principal Analyst, Charter Equity Research November 30, 2007 Post 3Q07 Wireless and Semiconductor Industry AnalysisA detailed look at operating, financial and valuation trends in the wireless and semiconductor industries.Host: Edward Snyder, Principal Analyst, Charter Equity Research November 30, 2007A discussion with Nortel’s Chief Strategy Officer, George RiedelHost: Edward Snyder, Principal Analyst, Charter Equity Research October 11, 2007 A discussion with Nortel’s Chief Strategy Officer, George RiedelHost: Edward Snyder, Principal Analyst, Charter Equity Research October 11, 2007 Apple's iPhone: Newton or Nano? Part IIAn update to our iPhone thesis from June 28, 2007.Host: Edward Snyder, Principal Analyst, Charter Equity Research September 12, 2007 Apple's iPhone: Newton or Nano? Part IIAn update to our iPhone thesis from June 28, 2007.Host: Edward Snyder, Principal Analyst, Charter Equity Research September 12, 2007 Apple's iPhone: Newton or Nano? Part II. Conference Call TranscriptAn update to our iPhone thesis from June 28, 2007.Host: Edward Snyder, Principal Analyst, Charter Equity Research September 12, 2007 Post 2Q07 Wrap Up of the Wireless IndustrySea Changes in Cellular: Phones, Systems and Licensing.Host: Edward Snyder, Principal Analyst, Charter Equity Research August 23, 2007 Post 2Q07 Wrap Up of the Wireless IndustrySea Changes in Cellular: Phones, Systems and Licensing.Host: Edward Snyder, Principal Analyst, Charter Equity Research August 23, 2007 Apple's iphone - Newton or Nano?iPhone’s Impact on Apple and the Handset Industry.Host: Edward Snyder, Principal Analyst, Charter Equity Research June 29, 2007 Apple's iphone - Newton or Nano?iPhone’s Impact on Apple and the Handset Industry.Host: Edward Snyder, Principal Analyst, Charter Equity Research June 29, 2007 Post 1Q07 Wrap Up of the Wireless IndustryWhat the quarter results say about the near term prospects for MOT, NOK, Samsung and Sony Ericsson and the companies that supply to them.Host: Edward Snyder, Principal Analyst, Charter Equity Research May 25, 2007 Post 1Q07 Wrap Up of the Wireless IndustryWhat the quarter results say about the near term prospects for MOT, NOK, Samsung and Sony Ericsson and the companies that supply to them.Host: Edward Snyder, Principal Analyst, Charter Equity Research May 25, 2007 Joel Hackney, Nortel SVP, Conference CallCan Mike Z. and the ‘GE Way’ repeat the Motorola turnaround at Nortel? We’ll assess whether the systematic approach that turned around Motorola can work at Nortel in a discussion with Joel Hackney, Nortel’s SVP of Global Operations and Quality.Host: Edward Snyder, Principal Analyst, Charter Equity Research April 20, 2007 Joel Hackney, Nortel SVP, Conference CallCan Mike Z. and the ‘GE Way’ repeat the Motorola turnaround at Nortel? We’ll assess whether the systematic approach that turned around Motorola can work at Nortel in a discussion with Joel Hackney, Nortel’s SVP of Global Operations and Quality.Host: Edward Snyder, Principal Analyst, Charter Equity Research April 20, 2007 Nokia and the New Zeitgeist: Convergence, SOCs, Emerging Markets and Retaking AmericaGuest Speaker: Soren Petersen, SVP Mobile Phones March 5, 2007 Nokia and the New Zeitgeist: Convergence, SOCs, Emerging Markets and Retaking America Guest Speaker: Soren Petersen, SVP Mobile Phones March 5, 2007 Zero-Sum Game or All Boats RisingA discussion with the CEO's of ANAD, SWKS, and TQNT on the wireless food chain and whether the entire sector is ready for a run.Host: Edward Snyder, Principal Analyst, Charter Equity Research September 12, 2007 Post September 2006 Quarter Wireless Industry AnalysisA detailed look at operating, financial and valuation trends in wireless.Host: Edward Snyder, Principal Analyst, Charter Equity Research November 21, 2006 Post September 2006 Quarter Wireless Industry Analysis (Slides to Audio Presentation)A detailed look at operating, financial and valuation trends in wireless.Host: Edward Snyder, Principal Analyst, Charter Equity Research November 21, 2006 Nortel: Upside at Nortel, Mike Zafirovski’s Plan to Restructure and Exploit Merger Mania
Guest S peaker: Mike Zafirovski, CEO, Nortel Networks August 25, 2006
Post June 2006 Quarter Wireless Industry AnalysisA detailed look at operating, financial and valuation trends in wireless.Host: Edward Snyder, Principal Analyst, Charter Equity Research June 14, 2006 Motorola: Winners & Losers in the Wireless Semiconductor Food Chain (Part 3)Guest Speaker: Tim Cawley, Senior Vice President Mobile Devices Supply Chain, Motorola January 4, 2006
RF Micro Devices / Anadigics: Winners & Losers in the Wireless Semiconductor Food Chain, a roundtable discussion (Part 2)Guest Speakers: Eric Creviston, Corporate VP, Celluar Products Group, RF Micro Devices Ali Khatibzadeh, VP, Wireless Business Unit, Anadigics December 20, 2005 TriQuint / Skyworks: Winners & Losers in the Wireless Semiconductor Food Chain (Part 1)Guest Speakers: David Aldrich, CEO, Skyworks Solutions Ralph Quinsey, CEO, TriQuint Semiconductor December 16, 2005 How Qualcomm Makes Money if 3G FailsA Discussion with Dr. Paul E. Jacobs, CEO of Qualcomm.Guest Speaker: Dr. Paul E. Jacobs, CEO, Qualcomm September 21, 2005
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