Technology >> Analyst Interviews >> March 18, 2002
GLEN YEUNG, Director, joined Smith Barney in March 2000 from Deutsche
Banc Alex. Brown Inc. where he also covered the semiconductor equipment
group. Prior to working at Deutsche Banc, Mr. Yeung was an assistant
vice president with InSource Limited of Toronto, where he was
responsible for the equity indexed annuity franchise. Mr. Yeung placed
number three in the 2002 Institutional Investor All-America survey in
semiconductor equipment, after placing runner-up in 2001, and was the
up-and-comer in the 2000 Institutional Investor Survey. In 2001, Mr.
Yeung was ranked number one in semiconductor equipment and products in
the 2001 Reuters US Larger Company Survey. He is a graduate of the
Schulich School of Business, York University, in Toronto, Canada, with
an International Master's degree in business administration, and holds a
BA degree with honors in economics from the University of Toronto,
Canada. Profile
TWST: What will this industry see in 2002'2003?Mr. Yeung: First off, we believe that overall 2002 will be
another down year for semiconductor cap ex. We're forecasting a
15%-20% decline from