Technology >> Sector Roundtables >> November 29, 1999

Roundtable Forum: Semiconductor Industry

JOSEPH OSHA covers the semiconductor industry at Merrill Lynch Global Securities, and has appeared in the industry's closely watched Institutional Investor survey for the past several years. The Merrill Lynch Global Semiconductor team has been ranked #1 in the same survey for the past two years. Ms. Osha has been with Merrill Lynch in the US since 1997. From 1992 through 1997, he was a technology analyst in Japan, and was top-ranked by Institutional Investor in that role as well. He holds an MBA and an MA Asian Area Studies degree, both from the University of Michigan, and is a Chartered Financial Analyst. Profile
JONATHAN JOSEPH is Managing Director at Salomon Smith Barney and has covered the Semiconductor industry for our firm since March 1999. Prior to that, he was Managing Director at Bank of America Securities since 1996; he also worked at Kidder Peabody as Sr. Vice President from 1992. Mr. Joseph was ranked Runner-Up in Electronics/Semiconductors by the 1999 Institutional Investor All-America Research Team survey. He has received a Regents Fellow and is a Chartered Financial Analyst. He has an MA in Asian Political Economy from the University of California, Berkeley, and a BA in history (Honors) and East Asian studies from California State University, Humboldt. He has been in the investment business for 12 years. Profile
DANIEL T. MYERS is a Vice President and Senior Semiconductors Analyst with Lehman Brothers. Previously, he was associated with BLSI Technology and Morgan Stanley. Mr. Myers holds a Bachelor's degree from Rensselaer Polytechnic Institute and an M.B.A. from the Amos Tuck School at Dartmouth College. Profile
TWST: Dan, is 1999 turning out to be a better year for the semiconductor

companies than 1998?

Mr. Myers: Clearly, this year is a very, very good year compared to

1998. By all accounts, and