Natural Resources >> Sector Roundtables >> June 1, 2009

Roundtable Forum: Alternative Energy

Pavel Molchanov, Research Analyst-Equity Research at Raymond James & Associates Inc., joined the firm in June 2003 and has worked as part of the exploration and production research team since that time. He also initiated coverage on the alternative energy sector in fall 2006. He became an analyst in January 2006 and was recognized in the Forbes/StarMine Top Analyst Survey in 2007. He graduated cum laude from Duke University in 2003 with a Bachelor of Science degree in Economics, with high distinction, writing his senior honors thesis about OPEC's oil output policies. Profile
Mehdi Hosseini joined Susquehanna Financial Group LLLP in August of 2010 as the Senior Analyst covering the semiconductor manufacturing - capital equipment, foundries, outsourced assembly/test - and clean tech sectors. Prior to this, Mr. Mehdi was a Senior Vice President at FBR Capital Markets where he led FBR's semiconductor manufacturing and clean tech research. He started his research career at CIBC Oppenheimer in early 1999, before joining SoundView Technology Group in mid 2000 to focus on the semiconductor manufacturing and EDA sectors. In addition to his equity research experience, Mr. Mehdi has more than five years of direct industry experience in the semiconductor industry, having worked at National Semiconductor Corporation in multiple capacities. Mr. Mehdi earned his B.S. and M.S. in electrical engineering from the University of Florida, and his MBA from the Tepper School of Business at Carnegie Mellon University. Profile
TWST: Pavel, where do we stand in the alternative energy space? We hear lots of

rhetoric from the government. What does it all mean?

Mr. Molchanov: First of all, we have to recognize that