Technology >> Analyst Interviews >> March 21, 2001
ALI IRANI is a Managing Director at CIBC World Markets Corp.,
where he is a Senior Research Analyst covering the semiconductor
equipment industry, and where he leads CIBC's Semiconductor Food
Chain Equity Research Team. He is a member of Institutional
Investor's All American research team, and has been awarded the
Wall Street Journal's Best on the Street Analyst Award in both
1999 and 2000. Previously, Mr. Irani covered the semiconductor
equipment industry at Kaufman Bros. (1995-1997). He is widely
quoted in industry publications and has served as a panelist in
many annual industry forums, including those belonging to the
Fabless Semiconductor Association, the New York Society of
Security Analysts and Semiconductor and Materials International
(SEMI). He holds an MBA in Finance from Columbia University as
well as a BS in Civil Engineering and a BA in Organizational
Behavior and Management from Brown University. Profile
TWST: Why did you go through the downgrade of the semiconductor capitalequipment companies in September and then upgrade your overview in early
February?
Mr. Irani: We had believed through