Technology >> Analyst Interviews >> August 25, 2003
TWST: What is going on in the semiconductor area at this point in time? EDWARD C. WHITE JR., CFA, is a Managing Director and Semiconductor
Capital Equipment Analyst in the Equity Research department at Lehman
Brothers. He has covered semiconductor equipment and other electronics
companies for the past 26 years. Prior to joining Lehman in June 1990,
Mr. White managed his own merger and acquisition consulting firm. He
also spent five years with E.F. Hutton, and three years at L.F.
Rothschild, Unterberge Towbin. He was ranked among the top semiconductor
equipment analysts by Institutional Investor magazine in 1995, 1996,
1998, 2000, 2001, 2003 and among the top electronics analysts in 1986.
He was selected by Institutional Investor magazine as a Home Run Hitter
in 1995 and 1996. He was also ranked in the Wall Street Journal All Star
Survey in 2001 and The Wall Street Journal 'Best on the Street' 2003.
Mr. White was recently noted in Bloomberg's Marketing Research 2003 as a
leading analyst in the semiconductor capital equipment sector. He holds
a Bachelor of Arts degree in Economics from Princeton University and a
Master of Science degree in quantative analysis from New York
University's Stern School of Business. Profile
Are we seeing any positive changes yet?
Mr. White: Yes. There certainly are some positive trends beginning to