Technology >> Sector Roundtables >> September 10, 2001

Roundtable Forum: Electronic Supply Chain

MARK HASSENBERG, Managing Director at Credit Suisse First Boston and one of Wall Street's technology veterans, was with Donaldson, Lufkin & Jenrette for 21 years, before its merger with Credit Suisse First Boston in October 2000. His coverage responsibilities extended from electronic components, connectors and distribution to electronic manufacturing services and printed circuit boards. Mr. Hassenberg has been a top- ranking All-America Research Team analyst in over 21 consecutive Institutional Investor magazine polls, receiving the number one ranking in connectors and electronic components in five of the last six years; and in 2000, he was voted number two in electronics manufacturing services. Also in 2000, he was voted number one in his industry in the Greenwich Research poll. He was ranked number two by the Wall Street Journal in the electrical category in 1999, number one in the Reuters survey in electronics in 1999, and named to the top-25 lists of all analysts since the inception of the survey in the early 1970s. Mr. Hassenberg is Treasurer of the Electronics Group of New York. He graduated from Long Island University with a degree in Economics. 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
ERIC GOMBERG is a Vice President and Senior Research Analyst covering components, interconnect and semiconductor assembly as part of the Electronics Supply Chain research team at Thomas Weisel Partners. Over the last several years, Mr. Gomberg has had numerous articles on the Electronic Supply Chain published in a variety of periodicals. He received his MBA from the University of Chicago and his BS in Economics with Honors from the Wharton School of the University of Pennsylvania. Profile
TWST: Jerry, could you give us some idea of how you define this

electronic supply chain universe?

Mr. Labowitz: We follow the connector companies, Amphenol (APH) and

Molex (MOLX). We track the