Technology >> Sector Roundtables >> November 27, 2000
CHARLIE GLAVIN, CFA, is a Director at Credit Suisse First Boston. He
was previously associated with Fidelity Management & Research, Intel
Corporation, Robertson Stephens & Company and Deutsche Banc Securities.
Mr. Glavin is a member of the Association of Investment Management &
Research (AIMR) and The San Francisco Analyst Society. He received a BA
in Economics from Northwestern University's Kellogg School of Management
and an MBA from the Graduate School of Management. Profile
CHARLES BOUCHER is a Managing Director of Bear Stearns & Company,
covering the semiconductor devices industry. He has over seven years of
experience in the semiconductor industry. Dr. Boucher was previously
associated with DLJ, UBS and H&Q. He received a BS in Materials Science
from Brown University and a PhD in Electronics Materials from the
Massachusetts Institute of Technology, with a Minor degree in Economics
and Finance from the Sloan School of Management. Profile
sectors. Would you begin the discussion by framing the semiconductor
industry from that angle, or from however you segment
