Technology >> Sector Roundtables >> November 27, 2000

Roundtable Forum: The Semiconductor Industry

CHARLIE GLAVIN, CFA, is a Director at Credit Suisse First Boston. He was previously associated with Fidelity Management & Research, Intel Corporation, Robertson Stephens & Company and Deutsche Banc Securities. Mr. Glavin is a member of the Association of Investment Management & Research (AIMR) and The San Francisco Analyst Society. He received a BA in Economics from Northwestern University's Kellogg School of Management and an MBA from the Graduate School of Management. Profile
CHARLES BOUCHER is a Managing Director of Bear Stearns & Company, covering the semiconductor devices industry. He has over seven years of experience in the semiconductor industry. Dr. Boucher was previously associated with DLJ, UBS and H&Q. He received a BS in Materials Science from Brown University and a PhD in Electronics Materials from the Massachusetts Institute of Technology, with a Minor degree in Economics and Finance from the Sloan School of Management. Profile
TWST: Charlie Glavin, this is an industry of mature sectors, high-growth

sectors. Would you begin the discussion by framing the semiconductor

industry from that angle, or from however you segment