CARTER W. DRISCOLL, IRG Senior Analyst, technology, was formerly an
equity analyst at Friedman, Billings, Ramsey (FBR), where he co-covered
communications semiconductors and intellectual property. Prior to FBR,
he was an associate analyst at Kaufman Bros., LP, co-covering
semiconductors and broadband content delivery. He received a BA from
Hamilton College, an MBA from the University of Rochester’s William E.
Simon Graduate School of Business Administration and is a Chartered
Financial Analyst. His broad technology industry experience, ability to
identify company-specific drivers and recognize sector trends support
his recommendations. He favors companies whose technology creates new
market niches, drives adoption rates, lowers operational costs and/or
improves utilization of existing IT products. He emphasizes changes in
cash flows and quality of the balance sheet when determining the proper
valuation parameters. By utilizing detailed fundamental analysis and
macroeconomic factors, He plans on producing timely and innovative
recommendations for the fast-changing technology industry.
ROUNDTABLE FORUM: SEMICONDUCTORS
May 24, 2004