Technology >> Analyst Interviews >> January 7, 2002

Outlook For Pc Hardware & Handheld Devices: Charles Wolf – Needham & Company

CHARLES WOLF joined Needham & Company in November 2000. He began an 18- year career in the Finance Division of the Columbia Business School in 1966, rising from Assistant Professor to Professor, during which he published many articles on financial economics and decision theory in major academic journals, such as The Review of Economics and Statistics, The Quarterly Journal of Economics and Econometrica. He is also co- author of The Role of Private Placements in Corporate Finance, published by the Harvard University Press. Mr. Wolf became a member of the personal computer revolution in the early days of the industry. He joined the Equity Research Department at Credit Suisse First Boston in 1984. Between 1988 and 1993, he was elected to Institutional Investor's prestigious 'All American Research Team' in the personal computer industry category. His signature publications, Wolf Bytes and Wolf Bits, provide in-depth analysis of significant industry issues. Between 1993 and 1996, he was a consultant to CS First Boston, managing the 'New Analysts Program' and writing on the applications of Economic Value Added in stock selection. In May 1996, Mr. Wolf rejoined Credit Suisse First Boston as an analyst following the PC industry, a position held until October 1998. From November 1998 to November 2000, Mr. Wolf was an Analyst covering the PC and enterprise hardware industries at UBS Warburg. He earned his AB, MBA and DBA degrees from Harvard. Profile
TWST: What do you see as the key drivers or key trends and issues that

are having an impact on the computer hardware and hand-held devices

groups in general?

Mr. Wolf: As far as