Technology >> Analyst Interviews >> March 18, 2002

Semiconductor Capital Equipment Industry: James Covello – Goldman Sachs & Co

JAMES V. COVELLO is a member of Goldman Sachs & Company's technology research team covering the semiconductor capital equipment industry. He received an MBA from the Tuck School at Dartmouth College, where he was awarded distinction as a Tuck Scholar. Mr. Covello received a BA, Phi Beta Kappa, magna cum laude in American Government from Georgetown University, where he graduated with distinction as a Baker Scholar. Prior to business school, he worked as an Investment Banking Analyst in the Private Equity Group at both Smith Barney and SG Cowen. Profile
TWST: Is there a rebound due in 2002?

Mr. Covello: We have to keep the big picture in perspective.

Overall capital spending on semi equipment is going to be down

between 20% and 25% again in