Technology >> Analyst Interviews >> April 4, 2005

SEMICONDUCTOR CAPITAL EQUIPMENT: GAVIN DUFFY – A.G. EDWARDS & SONS

Gavin X. Duffy, an Analyst at A.G. Edwards & Sons, joined the firm in 1997 after spending three years in the Information Technology Division of Jefferson Smurfit Corporation where he ran the company's mainframe operations. From 1999 to 2004, his primary coverage included semiconductor companies across a wide range of end markets. He now focuses on the semiconductor equipment sector. He received his Bachelor of Arts degree in finance from Saint Louis University. Profile
TWST: Gavin, let's start with an overview of what you're covering in the

semiconductor space.

Mr. Duffy: I launched coverage in the semi equipment space back in

December. I initiated with four