Technology >> Sector Roundtables >> February 5, 2001

Roundtable Forum: Computer Hardware Industry

Vadim Zlotnikov is Chief Investment Strategist, U.S. Institutional Services at Sanford C. Bernstein & Co. Mr. Zlotnikov has responsibility for developing portfolio recommendations for the US market. Additionally, he is responsible for separate quantitative analysis and technology sector strategy products. Before undertaking his current position, Mr. Zlotnikov was an analyst covering PC and semiconductor industries, and launched the Technology Strategy product in 1996. Prior to joining the firm in 1992, he spent six years as a management consultant with Booz, Allen & Hamilton, conducting a broad range of strategic and operational studies for technology companies. Mr. Zlotnikov also worked for Amoco Technology Company as a Director of Electronic Ventures, and spent two years as a research engineer with AT&T Bell Laboratories. In the past, he was named to the Institutional Investor All-America Research Team in the semiconductor industry, portfolio strategy and quantitative research. Mr. Zlotnikov earned a BS and an MS in Electrical Engineering from the Massachusetts Institute of Technology in 1984 and an MBA from Stanford University in 1988. Profile
KENNETH J. BOLICH is a Vice President with Wachovia Asset Management, serving as an Institutional/Personal Port-folio Manager and Securities Analyst for the Core Equity product's Technology sector team. He was previously associated with Prudential Secu-rities. Mr. Bolich received a BA from Stanford University and an MS in Business Admini-stration from Duke University. He has over six years of professional investment experience and is a member of the Association for Investment Management and Research and the Atlanta Society of Financial Analysts. Profile
ERIC ROTHDEUTSCH is a Senior Analyst and Senior Vice President covering Semiconductor and Computer Hardware companies at Friedman, Billings, Ramsey Group, Inc. He joined FBR from Robertson Stephens, where he was Managing Director for the semiconductor and computer hardware equity research group. He also has held various sales positions in industry with companies including Synopsys, Cypress Semiconductor, and Analog Devices. He earned his Bachelor of Science degree in engineering science from Pennsylvania State University, and an MBA from Drexel University. He also specialized in intellectual property law at George Mason University, where he received his JD degree. Profile
DAVID BAILEY joined STAAR Surgical Company on December 20, 2000, as President and Chief Executive Officer and was elected Chairman of the Board on January 12, 2001. Prior to joining STAAR, Mr. Bailey served as Global President of CIBA Vision Corporation's surgical business unit based in Atlanta. As a member of that company's Senior Executive Committee, Mr. Bailey was involved in the management of a business with revenues in excess of $1 billion and employing over 6,000 people. From April 1995 through May 1999, he served on the global management Boards of both Bausch & Lomb and Chiron Vision. In 1993, he was the European Managing Director of Johnson & Johnson, Inc.'s European professional sector, with operating responsibility for the Iolab ophthalmic business, including both medical devices and pharmaceuticals. He completed his formal education in the United Kingdom, obtaining a Master's degree from Durham University and a Bachelor of Arts degree with honors from York University. Profile
TWST: What does the term 'computer hardware' mean in this industry

today? How broadly is it defined by the industry and by you?

Mr. Rothdeutsch: I think it's as broad as it can be. It