Technology >> Analyst Interviews >> January 28, 2002

Mainstream Computer Companies: Neff / Bobba / Hand/ Chung – Bear, Stearns & Co

WILLIAM HAND is an Associate Analyst in equity research at Bear, Stearns & Company, assisting in the coverage of the PC & enterprise hardware and data storage industries. Prior to joining Bear, Stearns in October 2000, he was an Equity Research Associate in the technology group at Donaldson, Lufkin & Jenrette, also focusing on computer hardware and storage. Prior to DLJ, Mr. Hand worked as an Associate at Scudder Kemper Investments for the Scudder Technology Fund where he conducted research in a variety of industries such as telecom equipment, networking, hardware, and semiconductors. In 1996, he earned a BA from Middlebury College, graduating cum laude in Economics and History. Profile
TED CHUNG is an Associate Analyst in equity research at Bear, Stearns & Company, tracking the iAppliance and PC hardware companies. Prior to joining Bear, Stearns, Mr. Chung worked as a Senior Consultant for Andersen Consulting's financial services unit. Mr. Chung holds an MBA with honors in Finance and an MS with honors in Management Information Systems from the Graduate School of Management at Boston University and a BS in Engineering from the University of Pennsylvania. Profile
NAVEEN BOBBA is an Associate Analyst with Bear, Stearns & Company's equity research department in New York, following the computer hardware, data storage, and storage networking industries. Mr. Bobba joined Bear, Stearns in 1999 after receiving his MBA from the William E. Simon Graduate School of Business, University of Rochester, New York. Mr. Bobba is also a member of the Institute of Chartered Accountants of India and holds a BS in Mathematics and Physics from the Nagarjuna University, India. Prior to joining Bear, Stearns, Mr. Bobba was a Public Accountant and Information Systems Consultant. Profile
ANDREW NEFF is a Senior Managing Director and Senior Technology Analyst for Bear, Stearns & Co., which he joined in 1987, currently covering companies in PC hardware, server and enterprise hardware, data storage and iAppliances. He also coordinates Bear Stearns' technology research effort. He has been included in the Institutional Investor All-American All-Star Team for 11 consecutive years (since 1991). Most recently, he was ranked in the Institutional Investor All-American All-Star Team in Enterprise Hardware as well as PC Hardware categories. He has also been listed in The Wall Street Journal All-Star Analyst Hall of Fame for stock picking, being ranked as a top stock picker for seven years. Mr. Neff is quoted frequently in major publications and interviewed frequently on CNBC, CNN and other major news organizations. He received his MBA from Harvard Business School in 1982 and was graduated cum laude from University of Rochester in 1978 with a BA in History. Profile
TWST: What does the term computer hardware mean in the technology

industry today? How broadly is it defined by the industry and by Bear,


Mr. Neff: Essentially, the computer hardware