Technology >> Sector Roundtables >> August 23, 1999
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
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 F. FITZGERALD is a Vice President at Merrill Lynch. Previously, he
was associated with Union Bank of Switzerland, Hambrecht & Quist,
Dataquest, and Materials & Technology. Mr. Fitzgerald received his BA
in Chemistry and his BSc in English Literature from McGill Univeristy in
Montreal and his MBA from Duke University. Profile
GUNNAR T. MILLER is a Vice President and Analyst at Goldman, Sachs & Co.
He is also a member of the Technology Research Team within the firm's
Investment Research Department. Previously, he was associated with
PaineWebber and Kidder, Peabody & Co., Inc. Mr. Miller received his
Bachelor's degree in Economics from
Lehigh University. 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
semiconductor equipment companies than 1998 was?
Mr. Zlotnikov: Absolutely. There was acceleration of growth. We've
