Technology >> Sector Roundtables >> October 21, 2002
DONALD YOUNG is a Managing Director in the technology group of
UBS Warburg Equity Research, specializing in the PC hardware,
enterprise hardware and PC software industries. In 2001, he was
double-ranked in the PC hardware and enterprise hardware
categories on Institutional Investor's All-America Research Team.
Prior to joining UBS Warburg, he was Managing Director for
Prudential Securities, an analyst with Lehman Brothers and a
principal at Sanford C. Bernstein & Co. Earlier in his career,
Mr. Young worked for Burroughs Corporation, predecessor to Unisys
Corp. He holds an MBA from Harvard University and a BS in
Economics, Mathematics and Computer Science from the University
of Michigan. Profile
BILL SHOPE joined the JP Morgan Equity Research Department in New
York as the Vice President and Senior Analyst covering the
enterprise and PC hardware sector in June 2002. Before joining JP
Morgan, Mr. Shope spent the last two years as Vice President and
Senior Analyst at ABN AMRO. Prior to ABN AMRO, Mr. Shope spent
three years at CSFB and UBS Warburg. He earned a degree in
Economics, cum laude, from Harvard University as an Advanced
Standing student, and is a Chartered Financial Analyst. Profile
past year or so?
Mr. Shope: In late 2001, we had a largely unexpected pop in
demand that lasted early into the first quarter of
