Technology >> Analyst Interviews >> September 12, 2001

Computer Hardware Stocks: Dan Niles – Lehman Brothers

DAN NILES joined Lehman Brothers in 2000 as a Managing Director and is responsible for research in PC hardware, semiconductor devices and digital media infrastructure. He was previously a Managing Director at Robertson Stephens, where he held similar responsibilities. From 1990 to 1994 he was an associate in Robertson's Mergers & Acquisitions group. Before starting his Wall Street career, he was an Engineer with Digital Equipment Corporation. Over the past two years, Mr. Niles has been recognized in eight categories in the Institutional Investor All-America Research Team survey. In 2000 he ranked Number Two in both the semiconductor and PC hardware sectors and was named among 'Who's The Best' for stock picking, useful & timely calls, and earnings estimates. He was also recognized in The Wall Street Journal's 1999 and 2000 All- Star Analyst surveys, and by both the Greenwich Associates and Reuters surveys in 2001. Mr. Niles received a BS in Systems Engineering from Boston University and an MS in Electrical Engineering from Stanford University. Profile
TWST: As you look at the computer hardware area today, what are you

really focused on?

Mr. Niles: In terms of computer hardware, I cover all of the PC-related

names as well as the computer