Technology >> Sector Roundtables >> October 18, 2004
TIMOTHY W. SUMMERS is a Senior Vice President with Stanford Group
Company, specializing in the analysis of the semiconductor equipment and
materials industry. He has almost 25 years of experience in equity
analysis and research. Mr. Summers joined SGC in September 2003 from
Investec, Inc., where he had followed the semiconductor equipment stocks
since 2001. Prior to joining Investec, Mr. Summers had been First Vice
President and senior semiconductor equipment analyst at PaineWebber. Mr.
Summers has also been affiliated with Advest, Inc., where his research
on the semiconductor equipment stocks landed him on Institutional
Investor's Honorable Mention team. He has also held positions at Smith
Barney, Prudential Insurance, and O'Connor and Associates. Mr. Summers
has been widely quoted in major periodicals and numerous technical and
financial publications. He received his BA from the University of
Cincinnati and his MBA from University of Miami (Florida.) Profile
SHEKHAR PRAMANICK is Senior Analyst and Managing Director, Semiconductor
Equipment and Manufacturing at Schwab SoundView Capital Markets. Before
joining the firm in April 2004, Dr. Pramanick worked at Prudential
Equity Group, LLC, as a senior analyst covering the semiconductor
equipment and manufacturing sector since 2000. In 2001, Dr. Pramanick
was recognized as Next Generation analyst by Institutional Investor
survey. Dr. Pramanick's industry experience includes six years at
Advanced Micro Devices. Dr. Pramanick received his PhD degree in
materials science and engineering from North Carolina State University;
his master's degree in physics from University of Oregon, and his
bachelor's degree in electrical engineering from Regional Engineering
College, India. Dr. Pramanick holds 40 US patents in semiconductor
technology. 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
GERALD S. FLEMING joined WR Hambrecht + Co in March as a Senior Research
Analyst covering semiconductor capital equipment. Mr. Fleming has 30
years of experience as a technology analyst covering semiconductor
capital equipment, semiconductor devices, aerospace and electronics.
Prior to joining WR Hambrecht + Co, he had worked for Oppenheimer & Co.,
Tucker Anthony Sutro and Bear Stearns. He was recently ranked number one
of 70 semiconductor and equipment analysts and was awarded five-star
ratings by StarMine for both EPS estimate accuracy and recommendation
performance. Mr. Fleming has a BEE degree from Cornell University and a
PhD in Solid State Physics from Iowa State University and formerly
managed a research project in stealth technology. Profile
Avinash Kant, Ph.D., joined D.A. Davidson & Co. in August 2008 to establish coverage of advanced materials companies focused on technology and clean technology. Prior to joining D.A. Davidson, Dr. Kant served as a Principal of Equity Research at First Albany/Broadpoint Capital. Previously, Dr. Kant covered the semiconductor capital equipment sector at Canaccord Adams and SG Cowen Securities Corporation. Prior to his sell-side career, Dr. Kant was involved with semiconductor processing research at chip manufacturers. Dr. Kant earned a Ph.D. in materials science and engineering from the University of California, Berkeley. His research in advanced thin films and composite materials has been presented extensively in leading international conferences and journals. Profile
from a market perspective so far this year?
Mr. Kant: Equipment stocks have been declining since the beginning of
the year.
