Technology >> Sector Roundtables >> March 21, 2005


MEGAN GRAHAM-HACKETT is the computer hardware and networking analyst for Standard & Poor's Equity Research Department, a position she has held since 1997. In this position, Ms. Graham-Hackett covers 30 companies related to the computer hardware and data networking technology sectors. Since joining Standard & Poor's in 1997, she has been interviewed and quoted widely on her coverage of technology issues for S&P, including appearances on CNBC, CNN, ABC and Nightly Business Report, and quoted in The Wall Street Journal, Dow Jones Newswire and Bloomberg News. Prior to S&P, she served as an aerospace industry analyst at Merrill Lynch & Co. from 1994 to 1997. She started her Wall Street career in 1990, when she served as an aerospace industry analyst at Prudential Securities, Inc. She holds a Bachelor of Arts degree in Economics from Mount Holyoke College, and was credited with an honorable mention for her achievements in the final examinations for Economics majors. In addition, she has completed subsequent course work in Accounting, Financial Statement Analysis and Equity Valuation from a variety of institutions, including study for the Chartered Financial Analyst certificate program, for which she has successfully passed Level One. She also has Series 7, Series 16 and Series 63 licenses. Profile
DUSHYANT DESAI is a Senior Semiconductor Analyst at C.E. Unterberg, Towbin covering Comm IC and storage companies. Prior to joining CE Unterberg, Towbin, he was a Research Analyst at USBancorp Piper Jaffray covering semiconductors, PC and enterprise hardware companies. He has over 20 years of experience in the semiconductor industry and was a co- Founder and VP of Marketing at Ishoni Networks, a Santa Clara-based fabless semiconductor company providing broadband access solutions. Prior to that, he was at VLSI Technology, Clarity Systems and National Semiconductor in various marketing, sales and engineering management positions over a span of 16 years. He holds an MS in Computer Engineering from the University of Southern California and a BS in Electrical Engineering from IIT Bombay. Profile
BARRY L. RAEBURN is a technology research analyst at Emerging Growth Equities, Ltd., focusing on a broad range of computer hardware, intellectual property and semi-conductor related companies. Mr. Raeburn comes to EGE from Pilgrim Baxter and Associates, the PBHG fund group, where he held various analytical positions. He has over six years of buyside experience following numerous sub sectors within the technology space. Over that time, his focus was in covering hardware and semiconductor-related companies across the entire market capitalization spectrum with a focus on young growing companies. His investment background also includes experience in quantitative research applications and software programming. Prior to joining Pilgrim Baxter, he was a Research Associate with Regional Financial Associates. His experience included forecasting and analysis of major US macroeconomic variables. He was educated at Temple University, earning a BBA in the dual major program of Finance and Risk Management. He is a Level 2 candidate in the Chartered Financial Analyst program and a member of the Financial Analysts of Philadelphia. Mr. Raeburn holds NASD licenses (Series 7, 63, 86, 87.) Profile
TWST: Megan, could you give us an overview of your coverage and how the

companies you look at have done over the past 12 months?

Ms. Graham-Hackett: My coverage includes the large computer