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