Technology >> Analyst Interviews >> January 7, 2002

Semiconductor Capital Equipment Stocks: Robert Stern – Needham & Company

ROBERT STERN, CFA, covers semiconductor equipment stocks in several subsectors including test assembly and packaging, subsystems providers, surface conditioning, factory automation, materials and ion implantation. Mr. Stern joined Needham & Company in 2001. Previously, he was an Analyst with Merrill Lynch from 1996 to 2000, Salomon Smith Barney (then Smith Barney) from 1990 to 1996, and with Prudential Securities from 1987 to 1989. He received a BA degree with a major in Chemistry from Temple University, an MS with a major in Chemistry from Carnegie Mellon University, and an MBA from New York University. The following companies are referenced in the interview below: ATMI (ATMI) B, E, G; Brooks-PRI Automation (BRKS) B, E, G; LTX Corp. (LTXX) B, D, E, G; Varian Semiconductor (VSEA) B, E, G. Please see Disclaimer on page 396 for code meanings. Profile
TWST: How is the semiconductor capital equipment area organized within


Mr. Stern: Cristina Osmena and I are the two analysts who cover

semiconductor capital equipment at Needham.