Technology >> Analyst Interviews >> March 21, 2001
BRETT HODESS, Managing Director, is the Senior Research Analyst covering
the semiconductor capital equipment industry for Merrill Lynch. Prior to
joining Merrill Lynch in 2000, Mr. Hodess worked at Banc of America
Securities, Montgomery Division, following the acquisition of Montgomery
Securities, for eight years covering the semiconductor capital equipment
and semiconductor industries. He was a Managing Director and Group Head
of technology research at Banc of America Securities. Prior to joining
Montgomery Securities in 1992, Mr. Hodess had three years of experience
at Hodess Building Company, a general contracting firm focused on
semiconductor facility construction. He began his career at Intel
Corporation, where he spent over four years as a Senior Product Engineer
in Technology Development. Mr. Hodess worked as a co-op engineering
student at Teradyne, Inc., while attending engineering school. Mr.
Hodess earned his MBA at the University of California, Berkeley, in
1992. He earned his BS in Electrical Engineering at Columbia University,
NYC and graduated Cum Laude from Bowdoin College with a BA in Physics in
1982. Mr. Hodess is a member of IEEE. For the past six consecutive years
he has been recognized in Institutional Investor's annual All-American
Analyst Team ranking of US equity analysts and rated as one of the top
five semiconductor equipment analysts in the annual Greenwich Survey. Profile
2001? What can change those expectations?
Mr. Hodess: In 2000 the semiconductor industry planned its capital
spending to
