Technology >> Analyst Interviews >> November 29, 1999

European Semiconductor Stocks : Lionel Rayon – Schroders Securities

LIONEL RAYON is a Director at Schroders Securities, specialising in Semiconductors and Telecommunication Equipment, and he is based in London. He holds a BS from the Institut d'Etudes Politiques de Paris and an MBA from Indiana University. Previously, he was employed with Nomura International. Profile
TWST: Could you describe the universe of European semiconductor stocks

that you follow, and is there an appropriate benchmark by which an

investor should measure those stocks?

Mr. Rayon: No,