Technology >> Analyst Interviews >> August 24, 2009

Roundtable Forum:semiconductors

Jeff Schreiner is the Semiconductor Analyst at CapStone Investments, focusing on technology and semiconductor stocks. He incorporates fundamental and quantitative research for finding potential investment opportunities. He brings with him his extensive experience in buyside and sellside research, as well as his expertise in managing multiple million dollar funds for various firms in the industry. He has been a top ranked analyst by both S&P Barra and Starmine. Prior to CapStone, he was a semiconductor analyst at American Technology Research where he covered specialized semiconductor stocks. Preceding AmTech, he was co- Founder/Portfolio Manager at MS Capital Management, LLC, a Phoenix-based hedge fund. He holds a BA degree in Business Administration from Ottawa University. Profile
Mosesmann, Hans
Hans Mosesmann, Managing Director, Equity Research, at Raymond James & Associates, Inc., joined the company's technology group in June 2007 and focuses on the semiconductor sector. In 2010, he placed second in the Forbes Blue Chip Analyst survey for his coverage of this sector. He has covered this sector since 1996 and has worked as a Managing Director/Senior Technology Analyst for Schwab-Soundview Technology Group, Prudential Securities and Needham & Co. Before becoming an Equity Research Analyst, he spent 10 years working in strategic marketing and as a Sales Engineer for Advanced Micro Devices, Inc., and Texas Instruments Inc. Mr. Mosesmann holds a B.S. in electrical engineering from the University of Florida and an MBA from Loyola University Maryland. Profile
Alex Gauna is a Managing Director and senior research analyst covering the semiconductor industry at JMP Securities LLC. Prior to joining JMP, he served as an Executive Director and senior research analyst at UBS, where he covered the semiconductor industry from 2001 through 2007. He was previously a Managing Director and senior research analyst at Banc of America Securities and an associate research analyst at Prudential Securities, working for two years at each firm. Before starting his career in finance, he worked as an electrical engineer developing hybrid electric vehicles at a California-based startup and at Toyota's headquarters research and development park in Aichi, Japan. He holds an MBA degree from the Anderson School of Business at UCLA and a BS degree in Electrical Engineering and Computer Science from the University of California, Berkeley. Profile
TWST: Jeffrey, what is going on in semiconductors? Are we at the end of the

beginning or the beginning of the end? We've seen some surprising numbers.

Mr. Schreiner: I think we are bouncing