Technology >> Analyst Interviews >> November 27, 2000

European Semiconductor Stocks: Andrew Jameson – Dresdner Kleinwort Benson

ANDREW JAMESON is the European Semiconductor Analyst for Dresdner Kleinwort Benson covering the large integrated device manufacturers and semiconductor intellectual property companies. Mr Jameson has a broad range of experience in both the finance industry and academia. Prior to joining DKB, he was a Fund Manager at the Scottish firm Murray Johnstone, with a wide exposure to all sectors, not solely technology. He spent a short period as a Corporate Financier arranging senior debt facilities for Management buy-outs within HSBC Investment Bank. In the late 1980s, Mr Jameson read Computer Science and Corporate Finance at Edinburgh University before moving to the Department of Political Economics at Glasgow University to specialise in contemporary International Macroeconomics and Trade Theory. Specific research uniquely contrasted stockmarket volatility across the major international stock markets, advocating specific trading strategies on various event dates. In his spare time, Mr Jameson attempts to maintain his interest in international relations, public policy and music. He is a keen pianist and accomplished skier. Profile
TWST: How do you segment the semiconductors market?

Mr. Jameson: We segment it on a continental basis ' we have analysts in

the US, in Korea and Taiwan; clearly in Europe too; and I think