Technology >> Analyst Interviews >> January 3, 2003

Semiconductor Equipment: 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: Robert, could we start with a quick overview of your


Mr. Stern: I cover semiconductor equipment. However, at Needham

we have two analysts who cover that sector. The subsectors