Technology >> Sector Roundtables >> August 24, 2009

Roundtable Forum:semiconductors

Wang, Patrick
Patrick Wang is a Managing Director and covers the semiconductor sector at Evercore. Prior to joining Evercore, Mr. Wang was Managing Director and Co-Head of technology research at Wedbush Securities. Mr. Wang has over seven years of experience covering the semiconductors industry, having worked at Thomas Weisel Partners and Nollenberger Capital Partners. Prior to assuming his sell-side responsibilities, Mr. Wang worked in several technical capacities at Texas Instruments. He ranked number one in the 2012 The Wall Street Journal “Best on the Street” survey in semiconductors. He also ranked number three in the 2010 Forbes Best Brokerage Analysts list in semiconductors and number five for bearish calls in the same poll. Frequently quoted in The Wall Street Journal, Barron’s, Forbes and Business Week, Mr. Wang also makes regular appearances on CNBC and Bloomberg. Mr. Wang holds a Bachelor of Science in electrical and computer engineering from the University of Texas at Austin. Profile
Kevin D. Vassily is a Senior Research Analyst covering semiconductors and enabling technologies at Pacific Crest Securities. He joined Pacific Crest in 2007. He received honorable mention in Institutional Investor's 2008 All- American Research Team in the semi capital equipment category. Before joining Pacific Crest, he covered the semiconductor and semiconductor capital equipment industries for Susquehanna Financial Group. Prior to Susquehanna, he was a research analyst at Thomas Weisel Partners and Lehman Brothers, covering semiconductor equipment and analog and communications semiconductors, respectively. Prior to his career as a financial analyst, he worked for Applied Materials as a business development manager. He was ranked second in his sector in The Wall Street Journal's annual Best on the Street survey for 2004. Mr. Vassily holds an MBA degree from the Amos Tuck School of Business at Dartmouth College, and a BA degree in English Literature and Philosophy from Denison University. 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
TWST: Dan, the second quarter results from Intel seemed to be somewhat of a

surprise. What's your take on that? What did those numbers tell you?

Mr. Scovel: It was much better than I had