Technology >> Analyst Interviews >> May 10, 2004

SEMICONDUCTOR EQUIPMENT: NICOLAY TISHCHENKO – FULCRUM GLOBAL PARTNERS LLC

NIKOLAY TISHCHENKO is a Managing Director and a Senior Research Analyst at Fulcrum Global Partners LLC where he is responsible for covering the semiconductor equipment sector. Prior to joining the firm he was a Senior Capital Equipment Analyst at ABN AMRO. Mr. Tishchenko was ranked number one in stock-picking ability in The Wall Street Journal's 2002 Best on the Street survey. Prior to his Wall Street career, Mr. Tishchenko was a Physicist at Lawrence Livermore National Laboratory, where he was involved in the development of plasma-based technologies for the manufacturing of semiconductor devices. He holds PhD in Plasma Physics and a Master's degree in Theoretical Nuclear Physics. He also authored four patents on plasma processing of materials and is a member of IEEE. Profile
TWST: Let's first talk about your coverage at Fulcrum Global Partners.

Mr. Tishchenko: My coverage includes major equipment vendors like

Applied Materials (AMAT), Novellus (NVLS), Lam Research