Technology >> Sector Roundtables >> May 24, 2004
MICHAEL MASDEA, a Director, is the senior research analyst in charge of
CSFB's semiconductor franchise. His coverage spans the entire
semiconductor universe, including PC, diversified, analog/mixed-signal,
memory and communications semiconductor companies. He joined the CSFB
Technology Group in 1999. Before joining CSFB, he worked in the research
department at Volpe Brown Whelan & Co., covering the semiconductor
industry. From 1998 to 1999, he worked in the research department at
Robertson Stephens, covering the electronic design automation (EDA) and
technical software industries. Prior to Robertson Stephens, he
structured equity derivative products for Bear Stearns' Private Client
Services department. Previously, he worked in electronic materials
research at Illinois Tool Works. He holds both a Bachelor's degree and
Master's degree in Materials Science and Engineering from Northwestern
University's McCormick School of Engineering, where he received the
school's highest honors. While earning his Master's, he worked within
the Fundamental Research & Trading group at SBC Warburg. Profile
CARTER W. DRISCOLL, IRG Senior Analyst, technology, was formerly an
equity analyst at Friedman, Billings, Ramsey (FBR), where he co-covered
communications semiconductors and intellectual property. Prior to FBR,
he was an associate analyst at Kaufman Bros., LP, co-covering
semiconductors and broadband content delivery. He received a BA from
Hamilton College, an MBA from the University of Rochester's William E.
Simon Graduate School of Business Administration and is a Chartered
Financial Analyst. His broad technology industry experience, ability to
identify company-specific drivers and recognize sector trends support
his recommendations. He favors companies whose technology creates new
market niches, drives adoption rates, lowers operational costs and/or
improves utilization of existing IT products. He emphasizes changes in
cash flows and quality of the balance sheet when determining the proper
valuation parameters. By utilizing detailed fundamental analysis and
macroeconomic factors, He plans on producing timely and innovative
recommendations for the fast-changing technology industry. Profile
market perspective so far this year?
Mr. Driscoll: I think what you've seen over the last couple of weeks is
a more of a
