Technology >> Sector Roundtables >> May 14, 2001

Roundtable Forum: Electronics Manufacturing Products & Services

SHELBY A. FLECK is a Principal at Morgan Stanley, which she joined in 1990 and follows the electronics manufacturing services companies, connector manufacturers, electronics distributors and computer products distributors. Since 1998, she has been ranked Number One, Number Two or Runner Up for her coverage of the electronics manufacturing services sector and Number Three for her coverage of the connector industry by Institutional Investor. She was also ranked Number One by the Greenwich Associates survey in 1999 and 2000 for coverage of the electronics manufacturing services industry. Ms. Fleck graduated from Smith College and earned a Master's degree from the M.I.T. Sloan School of Management. Profile
SHAWN M. SEVERSON is a Vice President at Raymond James Associates. He is responsible for covering the electronics manufacturing services and electronic components industries, and focuses on the technology supply chain. Prior to joining Raymond James, he followed the industry for several years as a Vice President at Everen Securities. Mr. Severson earned a Bachelor of Arts with honors from Augustana College, where he studied economics and finance. He then continued on to study economics for a year at the University of Karlstad, in Sweden. Profile
PAUL G. FOX is a Managing Director and Head of Technology Research in the Technology Group at Banc of America Securities LLC. He follows the electronics manufacturing services industry. Prior to joining the firm, Mr. Fox worked as a Research Associate at Kidder, Peabody & Co. In 1999, he was ranked by the Institutional Investor as an 'All-American' Analyst in the electronics manufacturing services sector and in 2000 was ranked in his sector in the Reuters Survey. Profile
PATRICK B. RENDA is a Vice President, Investment Officer of J. & W. Seligman & Co. Focusing on a broad area of technology companies, he provides the Seligman Technology Group with support. He is recognized for his achievements in the technology sector and was cited by Institutional Investor as one of the 'Best of the Buy Side' analysts for 2000. Prior to joining Seligman in 1997, he was associated with the national law firm of Fragomen, DelRey, Bersen & Loewy, P.C. and before that had worked in television. Mr. Renda earned his BA in Business Communications from the Annenberg School at the University of Southern California. 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
TWST: This is the first Wall Street Transcript Roundtable on electronics

manufacturing products and services so let's begin by defining the

sector and examining how it has evolved over the past