Technology >> Sector Roundtables >> March 21, 2005
MEGAN GRAHAM-HACKETT is the computer hardware and networking analyst for
Standard & Poor's Equity Research Department, a position she has held
since 1997. In this position, Ms. Graham-Hackett covers 30 companies
related to the computer hardware and data networking technology sectors.
Since joining Standard & Poor's in 1997, she has been interviewed and
quoted widely on her coverage of technology issues for S&P, including
appearances on CNBC, CNN, ABC and Nightly Business Report, and quoted in
The Wall Street Journal, Dow Jones Newswire and Bloomberg News. Prior to
S&P, she served as an aerospace industry analyst at Merrill Lynch & Co.
from 1994 to 1997. She started her Wall Street career in 1990, when she
served as an aerospace industry analyst at Prudential Securities, Inc.
She holds a Bachelor of Arts degree in Economics from Mount Holyoke
College, and was credited with an honorable mention for her achievements
in the final examinations for Economics majors. In addition, she has
completed subsequent course work in Accounting, Financial Statement
Analysis and Equity Valuation from a variety of institutions, including
study for the Chartered Financial Analyst certificate program, for which
she has successfully passed Level One. She also has Series 7, Series 16
and Series 63 licenses. Profile
DUSHYANT DESAI is a Senior Semiconductor Analyst at C.E. Unterberg,
Towbin covering Comm IC and storage companies. Prior to joining CE
Unterberg, Towbin, he was a Research Analyst at USBancorp Piper Jaffray
covering semiconductors, PC and enterprise hardware companies. He has
over 20 years of experience in the semiconductor industry and was a co-
Founder and VP of Marketing at Ishoni Networks, a Santa Clara-based
fabless semiconductor company providing broadband access solutions.
Prior to that, he was at VLSI Technology, Clarity Systems and National
Semiconductor in various marketing, sales and engineering management
positions over a span of 16 years. He holds an MS in Computer
Engineering from the University of Southern California and a BS in
Electrical Engineering from IIT Bombay. Profile
BARRY L. RAEBURN is a technology research analyst at Emerging Growth
Equities, Ltd., focusing on a broad range of computer hardware,
intellectual property and semi-conductor related companies. Mr. Raeburn
comes to EGE from Pilgrim Baxter and Associates, the PBHG fund group,
where he held various analytical positions. He has over six years of
buyside experience following numerous sub sectors within the technology
space. Over that time, his focus was in covering hardware and
semiconductor-related companies across the entire market capitalization
spectrum with a focus on young growing companies. His investment
background also includes experience in quantitative research
applications and software programming. Prior to joining Pilgrim Baxter,
he was a Research Associate with Regional Financial Associates. His
experience included forecasting and analysis of major US macroeconomic
variables. He was educated at Temple University, earning a BBA in the
dual major program of Finance and Risk Management. He is a Level 2
candidate in the Chartered Financial Analyst program and a member of the
Financial Analysts of Philadelphia. Mr. Raeburn holds NASD licenses
(Series 7, 63, 86, 87.) Profile
TWST: Megan, could you give us an overview of your coverage and how thecompanies you look at have done over the past 12 months?
Ms. Graham-Hackett: My coverage includes the large computer