Technology >> Sector Roundtables >> April 15, 2002
NIMAL VALLIPURAM follows the semiconductor industry for Dresdner
Kleinwort Wasserstein. Prior to joining the firm in August 1999, he was
with First Union Securities for one year and at Bear, Stearns & Co.,
Inc., for five years. He has been covering the semiconductor industry
since 1996. He received a Bachelor's degree in Technology in Electrical
and Electronics Engineering from IIT, Delhi, India, and an MBA from
Northeastern University in Boston. Profile
KALPESH KAPADIA, Managing Director at C.E. Unterberg, Towbin, focuses on
communications and semiconductor device companies. Prior to joining
Unterberg, Towbin, Mr. Kapadia worked with other major Wall Street firms
such as Bear Stearns and Robertson Stephens. He has five years of
experience in various investment banking areas such as equity research,
capital markets and corporate finance. Mr. Kapadia holds an MBA in
Finance and Accounting from Carnegie Mellon University in Pittsburgh, a
Master's in Industrial Engineering from New Jersey Institute of
Technology in New Jersey and an undergraduate degree in Engineering from
Bombay University in India. Profile
Dan K. Scovel is a semiconductor analyst with Tokeneke Research LLC in
Connecticut. He began his professional career in technical sales and marketing
roles in 1984 with Advanced Micro Devices, experienced two small startup
companies, and then spent the last six years of his industry tenure with Cirrus
Logic where he supported the firm's Japanese market development. He began his
career as a senior semiconductor analyst with Fahnestock & Company in 1996, was
recruited by Needham & Company in April 2000, and founded Tokeneke Research in
2005. He obtained his undergraduate BS degree in Electrical Engineering from the
University of Washington in Seattle and his MBA, with an emphasis in Finance,
from Santa Clara University located in the San Francisco Bay Area. Profile
CHRISTOPHER DANELY is a Vice President and Senior Semiconductor Analyst
for Merrill Lynch focusing on small and mid-cap semiconductor device
companies. Prior to joining Merrill Lynch, Mr. Danely worked at
Prudential Securities for two years and Robertson Stephens for six
months in equity research focusing on semiconductor and semiconductor
capital equipment companies. Prior to Robertson Stephens, he worked as a
management consultant. Mr. Danely's views on the semiconductor industry
have been featured in several major news publications and industry
journals such as The Wall Street Journal, Investor's Business Daily,
Electronic Buyers News and EE Times. He recently received the up and
coming award and was ranked in the top 15 semiconductor Research
Analysts in the 2001 Institutional Investor All America poll. Mr. Danely
received his Bachelor of Science degree from the University of
California. Profile
ARNAB K. CHANDA joined Lehman Brothers in 2000 and currently covers
communications semiconductors, optical components and electronic design
automation companies. Mr. Chanda was previously a Research Analyst at
Robertson Stephens covering electronic design automation and digital
consumer semiconductor companies. Prior to that he worked in corporate
finance at Robertson Stephens advising semiconductor and communications
companies in raising public and private financing and mergers. Mr.
Chanda also worked at Wall Street Analytics, a software company modeling
mortgage-backed securities. He graduated with a BS in Physics and a BS
in Chemistry from Stanford University. Profile
have they done so far year to date?
Mr. Scovel: Last year the Philadelphia Semiconductor Index Option (SOX)
fell by 9%, and
