Industry & Services >> Sector Roundtables >> May 26, 2003
THOMAS HOPKINS is a Managing Director and Principal at Bear,
Sterns & Co., covering the electronics manufacturing services
industry. He was named runner-up in electronics manufacturing
services in the 2002 Institutional Investor poll. Before joining
Bear Stearns, he spent three years covering
electronics/connectors and other components at Salomon Brothers.
In addition, he spent two years as an investment banking
Financial Analyst at Merrill Lynch, and one year as a Financial
Analyst at Equitable Capital. He earned an MBA in Finance from
Columbia University and a BS in Finance and Business
Administration from Georgetown University. Profile
SHAWN SEVERSON, Senior Vice President - Equity Research at Raymond James
& Associates, joined Raymond James in July 1999. He is responsible for
covering the electronics manufacturing services and electronic
components industries, and focuses on the technology supply chain. He
has been recognized in The Wall Street Journal Best on the Street Survey
three times, and was named a Forbes Top Analyst for his sector in 2004.
Prior to joining Raymond James, he followed the industry for several
years as a Vice President at Everen Securities. Before that, he worked
for Salomon Brothers and Wasserstein Perella. He earned a Bachelor of
Arts degree with honors from Augustana College, where he studied
Economics and Finance. He then continued on to study economics for a
year at the University of Karlstad, in Sweden. Profile
ROGER NORBERG is a Senior Technology Research Analyst covering
companies in the electronics manufacturing supply chain. Mr.
Norberg joined J.P. Morgan in March 2000, and was the firm's top
ranked technology analyst in 2000 and 2001. In 2002 Mr. Norberg
was voted a runner-up in Institutional Investor's annual investor
poll. Prior to joining J.P. Morgan, Mr. Norberg was a senior
Research Analyst with US Bancorp Piper Jaffray's research
department. Prior to joining Piper Jaffray, Mr. Norberg was a
manager with Deloitte & Touche Consulting Group, where he worked
with large multinational clients on consulting engagements
involving business process reengineering and value-based
management. Mr. Norberg is a graduate of the University of
Minnesota with a Bachelor of Arts degree and has an MBA from the
University of Chicago. Profile
CHRISTOPHER B. LIPPINCOTT is a First Vice President, Equity Research
Analyst, with KeyBanc Capital Markets, a division of McDonald
Investments Inc. With the company since July 2000, his research
coverage focuses on the electronic manufacturing services (EMS)
industry. Mr. Lippincott has six years of experience as a sellside
analyst, five of which have been focused on the EMS industry. His Wall
Street career started at Prudential Securities, where he was involved in
the company's quantum portfolio management group. He subsequently
worked at several other firms, including the Cowan Financial Group,
Alexander, Wescott & Company and most recently Auerbach, Pollak and
Richardson. Mr. Lippincott has been quoted in publications such as
Buyside Magazine, Forbes, Dow Jones News, Investor's Business Daily and
Electronic Buyer's News. He holds a Master of Business Administration
degree in Finance from Fordham University's Graduate School of Business
as well as a Bachelor of Arts degree from Vassar College. In addition,
he is a member of the New York Society of Security Analysts. Mr.
Lippincott was recently recognized by The Wall Street Journal's 'Best on
the Street' survey for his recommendations in the electronic components
and equipment category. He was also named a Top 3 Earnings Estimator in
the electronic equipment and instruments sector by StarMine. Profile
include in your universe?
Mr. Hopkins: We're looking at more of the pure plays. That
includes some of the vertically integrated
