Technology >> Analyst Interviews >> March 18, 2002

Semiconductor Equipment Industry: Edward White Jr. – Lehman Brothers

EDWARD C. WHITE, JR., CFA, Managing Director, has covered semiconductor equipment and other electronics companies for the past 23 years. Prior to joining Lehman Brothers in 1990, he managed his own merger and acquisitions consulting firm. Mr. White also spent five years with E.F. Hutton, and three years at L.F. Rothschild, Unterberg Towbin. He was ranked among the top semiconductor equipment analysts by Institutional Investor magazine in 1995, 1996, 1998, 2000 and 2001, and among the top electronics analysts in 1986. He was named a Home Run Hitter by Institutional Investor in 1995 and 1996. In 2001, Mr. White ranked Number Two in The Wall Street Journal Best on the Street poll and Number Three in the Reuters survey. He holds a BA in Economics from Princeton University and an MS in quantitative analysis from New York University's Stern School of Business. Profile
TWST: What is your characterization of where we are today based

on the year 2000 oversupply situation and the response and

decline of 2001? What is your prognosis for the next 12 months