Technology >> Sector Roundtables >> December 7, 1998

Roundtable Forum: Semiconductor Industry

CHARLES F. BOUCHER is a Vice President and Senior Semiconductor Analyst at Donaldson, Lufkin & Jenrette. Dr. Boucher spent seven years in the semiconductor industry and was previously associated with UBS Securities, Hambrecht & Quist, and Dataquest. He received his Bachelor's degree in materials science from Brown University as well as a minor in economics and finance from the Sloan School of Management and his Ph.D. in electronic materials from Massachusetts Institute of Technology. Mr. Boucher has two children and includes mountain biking, hiking, skiing, reading and the outdoors among his personal interests. JONATHAN JOSEPH is a Senior Managing Director at NationsBanc Montgomery Securities. Previously, he was associated with UBS Securities, Kidder Peabody, Lehman Brothers. A Chartered Financial Analyst, he received his Bachelor's degree from California State University at Humboldt and his Master's degree from the University of California at Berkley. He also attended Sophia University's Japanese Language Institute in Tokyo. Mr. Joseph is married, has two children, and includes tennis, skiing, and Japanese hot springs among his personal interests. DANIEL T. MYERS is a Vice President and Senior Semiconductors Analyst at Lehman Brothers. Previously, he was associated with VLSI Technology and Morgan Stanley. Mr. Myers received his Bachelor's degree from Rensselaer Polytechnic Institute and his MBA from the Amos Tuck School at Dartmouth College. BRUCE WALICEK is a Vice President and Senior Research Analyst at BT Alex. Brown's technology equity research organization. Previously, he was associated with Texas Instruments, VLSI Technology and Cirrus Logic. He received his Bachelor's degree in mathematics from Southwest Texas State University, his MBA from the University of Santa Clara, and performed graduate work in electrical engineering at the University of Texas at Austin. Mr. Walicek is married and has two children. Profile
TWST: Charles, would you set the parameters of the discussion? What are

the major segments of the semiconductor industry? And from an investment

viewpoint, which are the most interesting now?