Technology >> Analyst Interviews >> March 18, 2002
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: Just to reflect for a moment, we've had an overbuild in2000 and a decline in 2001. Do you see it that way? What is your
prognosis now for 2002? Is it recovery time?
Mr. Irani: It is