Technology >> Sector Roundtables >> May 2, 2005
SUMIT DHANDA is a vice president and a research analyst in the Equity
Research Department at Banc of America Securities LLC, where he covers
the semiconductor sector. He joined the company in 2000 as an associate.
He was promoted to research analyst in 2002. Previously, he was a senior
research engineer at LSI Logic, where he worked on emerging technologies
in semiconductor manufacturing. He earned a bachelor of science degree
in electrical engineering from the Birla Institute of Technology and
Science (India), a master of science degree in electrical engineering
from the Thayer School of Engineering at Dartmouth College and a doctor
of philosophy degree in electrical engineering from Stanford University. Profile
ROBERT BURLESON is a senior research analyst at ThinkEquity Partners
LLC, covering analog and mixed-signal semiconductors. Prior to joining
ThinkEquity Partners in September 2004, he covered semiconductors for
several firms including Thomas Weisel Partners and Investec. Before
becoming a research analyst, he worked in investment banking for Banc of
America Securities. He holds a BA from University of California at
Berkeley. Profile
BEN LYNCH, a Managing Director at Deutsche Bank Securities, Inc., is
Deutsche Bank's US semiconductor devices analyst. Prior to joining the
bank in 1997, he was a Management Consultant for BCG in Paris for two
years and worked six years in the semiconductor industry - three years
with Toshiba Electronics (Germany) in product marketing and three years
with IDT (Silicon Valley) in front-end manufacturing. He graduated from
Trinity College Dublin in 1988 with a First Class (honors) degree in
Electronic Engineering and was awarded an MBA with distinction from
INSEAD, France in 1995. Prior to re-locating to the US, he was ranked
number one in the 2002 European and he was also ranked number three in
the 2003 Global Institutional Investor polls. Profile
TWST: Robert, what's gone on in the semiconductor industry from abusiness perspective so far this year?
Mr. Burleson: We've been through a choppy Q1 as far as I can tell from
my sources.