Technology >> Analyst Interviews >> January 7, 2002
A. A. LAFOUNTAIN III covers the network equipment industry and the
programmable logic segment of the semiconductor industry. In The Wall
Street Journal's Best on the Street Survey for 2001, he was awarded
first place in stock picking in the semiconductors area. Mr. LaFountain
has a BA in History from Princeton University and an MBA in
Multinational Enterprise and Finance from The Wharton School of the
University of Pennsylvania. Having started on the buy side as an analyst
and as a portfolio manager, he has been a sellside analyst since 1980. Profile
TWST: Looking at networking equipment and semiconductors, what are thebroad trends and issues you're focused on?
Mr. LaFountain: The network equipment area has been subjected to