Technology >> Analyst Interviews >> March 21, 2001

Semiconductor Equipment: Brett Hodess – Merrill Lynch Global Securities

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
TWST: What has occurred during the past 14 months to set the stage for

2001? What can change those expectations?

Mr. Hodess: In 2000 the semiconductor industry planned its capital

spending to