Technology >> Sector Roundtables >> November 29, 1999
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
companies than 1998?
Mr. Myers: Clearly, this year is a very, very good year compared to
1998. By all accounts, and
