Technology >> Sector Roundtables >> June 25, 2001
JOSEPH A. OSHA is a top ranked Analyst responsible for covering the
semiconductor industry at Merrill Lynch Global Securities, appearing in
both the Institutional Investor Analyst ranking and Wall Street Journal
All-Star survey for 2000. He has been with Merrill Lynch in the US
since 1997. From 1992 through 1997, Mr. Osha 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
ERIC CHEN, Senior Analyst, joined JPMorgan H&Q in 1998 and covers
emerging semiconductor technologies. His prior experience includes
Conseil Europeen pour la Recherche Nucleaire ('CERN') in Geneva,
Switzerland, a renowned international scientific research institute and
the birthplace of the World Wide Web, where he developed hardware and
software for data acquisition and analysis. Dr. Chen worked at Motorola
in the Advanced Product Research Development Laboratory and MOS-13
facility in Austin, Texas, and has also consulted for a Silicon Valley
venture capital firm on several technology investments. He received the
'Inventor Recognition Award' from the Semiconductor Research Corporation
in October 2000, and he holds one pending US patent covering proprietary
algorithms for advanced process control and lithography. Dr. Chen has
been an invited speaker at the American Physical Society and has
published numerous papers on semiconductor technologies including
several in Physics Review Letters, a premier scientific journal. In
1987, he represented China in the International Physics Olympiad held in
Germany and earned the Silver Medal. Dr. Chen studied at Peking
University and received his PhD from Stanford University. The number one
ranked Research Analyst by the JPMorgan H&Q global sales force, he has
initiated category-defining research on several emerging technology
industries including communications semiconductors, semiconductor
intellectual property, optical-enabling technologies, and semiconductor-
enabling technologies. Profile
semiconductor industry at this point?
Dr. Chen: Over the past month or so, the major theme in the industry has
been
