Technology >> Analyst Interviews >> March 18, 2002

Outlook For Semiconductors: Kevin Vassily – Thomas Weisel Partners Llc

KEVIN VASSILY is the semiconductor capital equipment analyst for Susquehanna Financial Group, a leading institutional sales, research and market making firm with over 1,100 employees in the US, Europe and Asia. Prior to joining Susquehanna, Mr. Vassily was a lead analyst with Thomas Weisel Partners, LLC, where he covered semiconductor capital equipment. Previously, Mr. Vassily was with Lehman Brothers, following the communications and mixed-signal integrated circuits and electronic design automation segments. He was also Vice President of the semiconductor technologies practice at Garage Technology Ventures and worked at Applied Materials as a senior business development manager. He received a BA from Denison University and an MBA from the Amos Tuck School of Business at Dartmouth College. Profile
TWST: The year 2000 has been characterized as a year of

overinvestment, which then created an oversupply situation in the

chip industry. That made 2001 a pretty dismal year. What are we

looking for