Technology >> Analyst Interviews >> August 24, 2009

Investing In Semiconductor Equipment – Patrick J. Ho – Stifel, Nicolaus & Company, Inc.

PATRICK J. HO is a Vice President at Stifel, Nicolaus & Company, Inc. He joined the Stifel Nicolaus research team in connection with Stifel's acquisition of Legg Mason's Capital Markets Group in December 2005. Mr. Ho joined Legg Mason in March 2005 after spending the previous three years at Moors & Cabot, where he covered both the semiconductor and semiconductor capital equipment spaces. Prior to that, he spent time in the venture capital world, covering the technology sector for Comdisco Ventures, where he focused on communications and semiconductor companies. Previously, he spent time at the investment bank Hambrecht & Quist (now JPMorgan Chase), where he covered the PC, storage and contract manufacturing sectors. He has a BA in History and Political Science from Yale University. Profile
TWST: Patrick, I gather you cover the equipment side of the semiconductor space.

Mr. Ho: Yes, I'm entirely on the equipment side.

TWST: Here at mid-year, what's going on from a business