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