Technology >> Sector Roundtables >> September 14, 1998
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
semiconductor equipment industry?
Mr. Fitzgerald: The semiconductor capital equipment business is roughly
a $30 billion global
