Technology >> Analyst Interviews >> May 10, 2004
MARK FITZGERALD is a Managing Director and Senior Research Analyst in
the Technology Group at Banc of America Securities LLC, where he is
responsible for covering the semiconductor capital equipment sector.
Prior to joining the firm, Mr. FitzGerald was a Vice President at
Merrill Lynch & Co., Inc. He also spent two years at UBS Securities and
worked for three years at Hambrecht & Quist. Mr. FitzGerald has 10 years
of direct semiconductor industry work experience. He started his career
in 1984 at Air Products and Chemicals in the Applied Research and
Development Group focusing on semiconductor process development. In 1987
he moved to Materials and Technology, a Dallas, Texas-based firm that
provided high performance ceramic technology for leading semi-equipment
vendors such as Applied Materials and Lam Research. In 1989 he joined
Dataquest, a market research firm, as a Principal in the semiconductor
group. Mr. FitzGerald was recognized in 2002 as a top stock-picker in
The Wall Street Journal's Annual 'Best on the Street' Survey. He holds a
Bachelor of Science degree and a Bachelor of Arts degree from McGill
University, located in Montreal, Canada, and an MBA from Duke University
in Durham, North Carolina. Profile
TWST: Please tell us what has gone on in the last year in thesemiconductor space that is of interest to investors.
Mr. FitzGerald: The semiconductor industry has had a sharp cyclical
recovery