Technology >> Sector Roundtables >> February 23, 2009

Roundtable Forum: Semiconductor Capital Equipment

PATRICK J. HO is a Vice President at Stifel, Nicolaus & Company, Inc. He joined the Stifel Nicolaus research team in connection with Stifel's acquisition of Legg Mason's Capital Markets Group in December 2005. Mr. Ho joined Legg Mason in March 2005 after spending the previous three years at Moors & Cabot, where he covered both the semiconductor and semiconductor capital equipment spaces. Prior to that, he spent time in the venture capital world, covering the technology sector for Comdisco Ventures, where he focused on communications and semiconductor companies. Previously, he spent time at the investment bank Hambrecht & Quist (now JPMorgan Chase), where he covered the PC, storage and contract manufacturing sectors. He has a BA in History and Political Science from Yale University. Profile
Mehdi Hosseini joined Susquehanna Financial Group LLLP in August of 2010 as the Senior Analyst covering the semiconductor manufacturing - capital equipment, foundries, outsourced assembly/test - and clean tech sectors. Prior to this, Mr. Mehdi was a Senior Vice President at FBR Capital Markets where he led FBR's semiconductor manufacturing and clean tech research. He started his research career at CIBC Oppenheimer in early 1999, before joining SoundView Technology Group in mid 2000 to focus on the semiconductor manufacturing and EDA sectors. In addition to his equity research experience, Mr. Mehdi has more than five years of direct industry experience in the semiconductor industry, having worked at National Semiconductor Corporation in multiple capacities. Mr. Mehdi earned his B.S. and M.S. in electrical engineering from the University of Florida, and his MBA from the Tepper School of Business at Carnegie Mellon University. Profile
TWST: Patrick, what does 2009 hold for the semiconductor space from your


Mr. Ho: I guess, facetiously, it can't get any worse, right? I think there's

still a lot of uncertainty