Technology >> Sector Roundtables >> April 18, 2005
SHAWN SEVERSON, Senior Vice President - Equity Research at Raymond James
& Associates, joined Raymond James in July 1999. He is responsible for
covering the electronics manufacturing services and electronic
components industries, and focuses on the technology supply chain. He
has been recognized in The Wall Street Journal Best on the Street Survey
three times, and was named a Forbes Top Analyst for his sector in 2004.
Prior to joining Raymond James, he followed the industry for several
years as a Vice President at Everen Securities. Before that, he worked
for Salomon Brothers and Wasserstein Perella. He earned a Bachelor of
Arts degree 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
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
BRIAN WHITE, an Analyst at Kaufman Bros, LP, has covered the EMS and
electronics supply chain industries for eight years. Prior to joining
Kaufman Bros. in 2003, he covered the EMS and electronics supply chain
group at Merrill Lynch for four years. At Merrill Lynch, he was a member
of Institutional Investor magazine's number one rated EMS team. Prior to
joining Merrill Lynch, he covered the EMS and embedded computing
industries at SG Cowen. He has contributed to several articles about the
EMS industry with various leading publications and has participated as a
speaker at various industry events over the years. He received his MBA
with honors from Vanderbilt University with a concentration in
Accounting and Finance with an international emphasis. He is a member of
the National Business Honor Society. Profile
space from a business point of view so far this year?
Mr. White: First of all, I think the winners and the losers in
