Technology >> Sector Roundtables >> November 10, 2003
STEVEN C. PELAYO is a Vice President who joined Morgan Stanley in 1996
and covers the semiconductor capital equipment industry. Mr. Pelayo
started at the firm as a Research Associate and in 1999 was named a
Senior Analyst focusing on a subsection of the semiconductor capital
equipment group called back-end test, assembly, and packaging. Prior to
joining Morgan Stanley, Mr. Pelayo was a member of the Equity Research
Department of Prudential Securities. He was ranked second in the 2003
Greenwich Associate's weighted research survey for semiconductor capital
equipment, runnerup in the 2002 Institutional Investor's survey, first
in stock-picking ability in The Wall Street Journal's 2003 Best on the
Street survey, and first in stock picking and earnings estimate accuracy
in StarMine's 2002 ranking. Mr. Pelayo received a BS in Finance from San
Diego State University. He is a Chartered Financial Analyst. Profile
Prior to joining mindWireless, BOB MCCLAREN was the President of
Business Operations for the Houston Astros, where he played one of the
leading roles in the Astros' move to their new state-of-the-art field in
downtown Houston. During Bob's tenure, he was responsible for all facets
of the Astros' business and administrative operations, including
Accounting, Advertising, Ballpark Operations, Broadcasting, Community
Development, Engineering, Finance, Human Resources, and Media Relations
to name a few. Before moving to Houston, he was the General Counsel and
a member of the Board of Directors of McLane Company Group, L.P., of
Temple, TX from 1992-94. Bob serves as a Deacon for Second Baptist
Church in Houston, and is a previous member of the Board of Trustees for
Houston Baptist University. Profile
MICHAEL O'BRIEN is SoundView's senior analyst covering the Semiconductor
Manufacturing sector and has been named to The Wall Street Journal's
Best on the Street list for the past two years. A member of SoundView
since 1997, in December 2001 he was named Deputy Director of Research.
Mr. O'Brien began his Wall Street career in equity research at Smith
Barney. Prior to that, he spent nearly four years at Applied Materials.
He received a BS in Quantitative Business Analysis from Penn State
University. 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
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
semiconductor equipment stocks so far this year?
Mr. FitzGerald: I think the current rally is a mini-boom that is
