Technology >> Sector Roundtables >> October 22, 2001
ROBERT MAIRE joined Needham & Co. in May 2004, coming from Bear Stearns
& Co. Prior to that he was with Donaldson, Lufkin & Jenrette from 1996,
covering semiconductor capital equipment. Before joining DLJ, he was
with Morgan Stanley as a Research Analyst covering semiconductor
equipment, peripherals, wireless and specialized systems. He was
previously a manager in Morgan Stanley's Information Technology group.
Prior to joining Morgan Stanley, Mr. Maire was a Manager in the
Information Technology division of Bankers Trust Company. He holds a BS
degree in Electrical Engineering and a BS degree in Computer Science
from the State University of New York at Stony Brook. He has been cited
by the Wall Street Journal in its annual survey of earnings estimate
accuracy. He has been ranked by Institutional Investor for the past
several years. Profile
MARK FITZGERALD is a Managing Director and Senior Research Analyst in
the Technology Group at Banc of America Securities LLC, where he is
responsible for covering the semiconductor capital equipment sector.
Prior to joining the firm, Mr. FitzGerald was a Vice President at
Merrill Lynch & Co., Inc. He also spent two years at UBS Securities and
worked for three years at Hambrecht & Quist. Mr. FitzGerald has 10 years
of direct semiconductor industry work experience. He started his career
in 1984 at Air Products and Chemicals in the Applied Research and
Development Group focusing on semiconductor process development. In 1987
he moved to Materials and Technology, a Dallas, Texas-based firm that
provided high performance ceramic technology for leading semi-equipment
vendors such as Applied Materials and Lam Research. In 1989 he joined
Dataquest, a market research firm, as a Principal in the semiconductor
group. Mr. FitzGerald was recognized in 2002 as a top stock-picker in
The Wall Street Journal's Annual 'Best on the Street' Survey. He holds a
Bachelor of Science degree and a Bachelor of Arts degree from McGill
University, located in Montreal, Canada, and an MBA from Duke University
in Durham, North Carolina. Profile
EDWARD C. WHITE, JR., CFA, Managing Director, has covered
semiconductor equipment and other electronics companies for the
past 23 years. Prior to joining Lehman Brothers in 1990, he
managed his own merger and acquisitions consulting firm. Mr.
White also spent five years with E.F. Hutton, and three years at
L.F. Rothschild, Unterberg Towbin. He was ranked among the top
semiconductor equipment analysts by Institutional Investor
magazine in 1995, 1996, 1998, 2000 and 2001, and among the top
electronics analysts in 1986. He was named a Home Run Hitter by
Institutional Investor in 1995 and 1996. In 2001, Mr. White
ranked Number Two in The Wall Street Journal Best on the Street
poll and Number Three in the Reuters survey. He holds a BA in
Economics from Princeton University and an MS in quantitative
analysis from New York University's Stern School of Business. Profile
that you focus on most closely, and what part does each of those
subsectors play in enhancing semiconductor manufacturing
