Technology >> Sector Roundtables >> May 2, 2005


SUMIT DHANDA is a vice president and a research analyst in the Equity Research Department at Banc of America Securities LLC, where he covers the semiconductor sector. He joined the company in 2000 as an associate. He was promoted to research analyst in 2002. Previously, he was a senior research engineer at LSI Logic, where he worked on emerging technologies in semiconductor manufacturing. He earned a bachelor of science degree in electrical engineering from the Birla Institute of Technology and Science (India), a master of science degree in electrical engineering from the Thayer School of Engineering at Dartmouth College and a doctor of philosophy degree in electrical engineering from Stanford University. Profile
ROBERT BURLESON is a senior research analyst at ThinkEquity Partners LLC, covering analog and mixed-signal semiconductors. Prior to joining ThinkEquity Partners in September 2004, he covered semiconductors for several firms including Thomas Weisel Partners and Investec. Before becoming a research analyst, he worked in investment banking for Banc of America Securities. He holds a BA from University of California at Berkeley. Profile
BEN LYNCH, a Managing Director at Deutsche Bank Securities, Inc., is Deutsche Bank's US semiconductor devices analyst. Prior to joining the bank in 1997, he was a Management Consultant for BCG in Paris for two years and worked six years in the semiconductor industry - three years with Toshiba Electronics (Germany) in product marketing and three years with IDT (Silicon Valley) in front-end manufacturing. He graduated from Trinity College Dublin in 1988 with a First Class (honors) degree in Electronic Engineering and was awarded an MBA with distinction from INSEAD, France in 1995. Prior to re-locating to the US, he was ranked number one in the 2002 European and he was also ranked number three in the 2003 Global Institutional Investor polls. Profile
TWST: Robert, what's gone on in the semiconductor industry from a

business perspective so far this year?

Mr. Burleson: We've been through a choppy Q1 as far as I can tell from

my sources.