Technology >> Analyst Interviews >> April 4, 2005

OUTLOOK FOR SEMICONDUCTOR EQUIPMENT: GERALD FLEMING – WR HAMBRECHT & CO

GERALD S. FLEMING joined WR Hambrecht + Co in March as a Senior Research Analyst covering semiconductor capital equipment. Mr. Fleming has 30 years of experience as a technology analyst covering semiconductor capital equipment, semiconductor devices, aerospace and electronics. Prior to joining WR Hambrecht + Co, he had worked for Oppenheimer & Co., Tucker Anthony Sutro and Bear Stearns. He was recently ranked number one of 70 semiconductor and equipment analysts and was awarded five-star ratings by StarMine for both EPS estimate accuracy and recommendation performance. Mr. Fleming has a BEE degree from Cornell University and a PhD in Solid State Physics from Iowa State University and formerly managed a research project in stealth technology. Profile
TWST: Gerry, let's start with an overview of what you're covering.

Mr. Fleming: My primary coverage is in the semiconductor equipment

space, and it basically falls into three sectors. First of