Technology >> Sector Roundtables >> February 5, 2001
Vadim Zlotnikov is Chief Investment Strategist, U.S. Institutional
Services at Sanford C. Bernstein & Co. Mr. Zlotnikov has responsibility
for developing portfolio recommendations for the US market.
Additionally, he is responsible for separate quantitative analysis and
technology sector strategy products. Before undertaking his current
position, Mr. Zlotnikov was an analyst covering PC and semiconductor
industries, and launched the Technology Strategy product in 1996. Prior
to joining the firm in 1992, he spent six years as a management
consultant with Booz, Allen & Hamilton, conducting a broad range of
strategic and operational studies for technology companies. Mr.
Zlotnikov also worked for Amoco Technology Company as a Director of
Electronic Ventures, and spent two years as a research engineer with
AT&T Bell Laboratories. In the past, he was named to the Institutional
Investor All-America Research Team in the semiconductor industry,
portfolio strategy and quantitative research. Mr. Zlotnikov earned a BS
and an MS in Electrical Engineering from the Massachusetts Institute of
Technology in 1984 and an MBA from Stanford University in 1988. Profile
KENNETH J. BOLICH is a Vice President with Wachovia Asset Management,
serving as an Institutional/Personal Port-folio Manager and Securities
Analyst for the Core Equity product's Technology sector team. He was
previously associated with Prudential Secu-rities. Mr. Bolich received a
BA from Stanford University and an MS in Business Admini-stration from
Duke University. He has over six years of professional investment
experience and is a member of the Association for Investment Management
and Research and the Atlanta Society of Financial Analysts. Profile
ERIC ROTHDEUTSCH is a Senior Analyst and Senior Vice President
covering Semiconductor and Computer Hardware companies at
Friedman, Billings, Ramsey Group, Inc. He joined FBR from
Robertson Stephens, where he was Managing Director for the
semiconductor and computer hardware equity research group. He
also has held various sales positions in industry with companies
including Synopsys, Cypress Semiconductor, and Analog Devices. He
earned his Bachelor of Science degree in engineering science from
Pennsylvania State University, and an MBA from Drexel University.
He also specialized in intellectual property law at George Mason
University, where he received his JD degree. Profile
DAVID BAILEY joined STAAR Surgical Company on December 20, 2000, as
President and Chief Executive Officer and was elected Chairman of the
Board on January 12, 2001. Prior to joining STAAR, Mr. Bailey served as
Global President of CIBA Vision Corporation's surgical business unit
based in Atlanta. As a member of that company's Senior Executive
Committee, Mr. Bailey was involved in the management of a business with
revenues in excess of $1 billion and employing over 6,000 people. From
April 1995 through May 1999, he served on the global management Boards
of both Bausch & Lomb and Chiron Vision. In 1993, he was the European
Managing Director of Johnson & Johnson, Inc.'s European professional
sector, with operating responsibility for the Iolab ophthalmic business,
including both medical devices and pharmaceuticals. He completed his
formal education in the United Kingdom, obtaining a Master's degree from
Durham University and a Bachelor of Arts degree with honors from York
University. Profile
TWST: What does the term 'computer hardware' mean in this industrytoday? How broadly is it defined by the industry and by you?
Mr. Rothdeutsch: I think it's as broad as it can be. It