Technology >> Sector Roundtables >> June 3, 2002
ROGER NORBERG is a Senior Technology Research Analyst covering
companies in the electronics manufacturing supply chain. Mr.
Norberg joined J.P. Morgan in March 2000, and was the firm's top
ranked technology analyst in 2000 and 2001. In 2002 Mr. Norberg
was voted a runner-up in Institutional Investor's annual investor
poll. Prior to joining J.P. Morgan, Mr. Norberg was a senior
Research Analyst with US Bancorp Piper Jaffray's research
department. Prior to joining Piper Jaffray, Mr. Norberg was a
manager with Deloitte & Touche Consulting Group, where he worked
with large multinational clients on consulting engagements
involving business process reengineering and value-based
management. Mr. Norberg is a graduate of the University of
Minnesota with a Bachelor of Arts degree and has an MBA from the
University of Chicago. Profile
MICHAEL MORRIS is a Vice President and Senior Analyst at Salomon Smith
Barney, covering electronics manufacturing services. Previously, he was
a private attorney for six years, specializing in corporate litigation,
with several high tech and telecom clients. Mr. Morris is a member of
the semiconductor equipment and products team ranked number one in the
Reuters 2001 survey. He received a BA degree from the University of
Arizona and a JD degree from the University of California at Berkeley. Profile
LOUIS R. MISCIOSCIA, Senior Vice President and Senior Equity Research
Analyst at Lehman Brothers, follows two tech groups, computer
services/IT consulting, and electronics manufacturing services (EMS).
Prior to following these areas, he co-covered the enterprise hardware
area (as a Junior Analyst), which has led to the research approach of
focusing on the big picture, but using a bottom up strategy of staying
close to industry contacts. He was recognized as the number one EMS
analyst by Institutional Investor Magazine in 2001-2004, and number one
in the Greenwich Survey for that same time period. In addition to his
10 years on Wall Street, his background includes 10 years with various
sales, technical and management positions within IBM. He received an
MBA from Columbia University, an undergraduate degree in Chemical
Engineering from Rutgers University and is a CFA. Profile
Jerry H. Labowitz is a Managing Director in the Global Securities
Research and Economics Group at Merrill Lynch & Co. After an honorable
discharge in 1968 from the U.S. Army, where he served in Vietnam, he
spent the next four years at Portfolio Strategy Limited (a wholly owned
subsidiary of Alliance One Institutional Services), and then worked for
two Senior Analysts in the Electrical Equipment and Information
Processing Industries before joining Merrill Lynch with them in 1975. He
has been named a member of the Institutional Investor All-American
Research Team every year since 1980, 14 of which he was ranked number
one. Mr. Labowitz received a BA in Marketing from New York University
and is on the Dean's Council at the NYU Gallatin School of
Individualized Study. Profile
J. KEITH DUNNE, a Managing Director at Robertson Stephens, founded the
firm's electronic manufacturing products and services practice in 1996.
In 2001, PC FAB and ATOMIC29 recognized Mr. Dunne as an "ATOMIC Giant"
for being one of the 10 most influential people in the PCB industry in
2000. He is a frequent guest speaker at trade association meetings and a
regular author for leading electronics magazines. Mr. Dunne has nearly
20 years of experience in financial analysis. He earned an MBA from the
University of Southern California. Profile
focus your coverage on?
Mr. Miscioscia: We focus on our company's customers, or the OEMs, such
as IBM, Dell, HP, Cisco
