Technology >> Analyst Interviews >> January 7, 2002

Networking Equipment & Semiconductors: A.a. Lafountain Iii – Needham & Company

A. A. LAFOUNTAIN III covers the network equipment industry and the programmable logic segment of the semiconductor industry. In The Wall Street Journal's Best on the Street Survey for 2001, he was awarded first place in stock picking in the semiconductors area. Mr. LaFountain has a BA in History from Princeton University and an MBA in Multinational Enterprise and Finance from The Wharton School of the University of Pennsylvania. Having started on the buy side as an analyst and as a portfolio manager, he has been a sellside analyst since 1980. Profile
TWST: Looking at networking equipment and semiconductors, what are the

broad trends and issues you're focused on?

Mr. LaFountain: The network equipment area has been subjected to