Technology >> Analyst Interviews >> March 21, 2001

Semiconductor Equipment: Theodore O’neill – Needham & Co

THEODORE R. O'NEILL joined Needham & Company in early 1997 and is responsible for coverage of semiconductor capital equipment, flat panel display and specialized electronic material manufacturers. In the capital equipment sector, he covers the leading providers of front-end wafer processing equipment as well as the major providers of testers and test handlers. In The Wall Street Journal's Best on the Street Survey for 2000, he was awarded second place in stock picking in the Industrial Technology & Office Products area. Mr. O'Neill was also awarded third place for earnings forecast in the semi-equipment manufacturing area. He has been a Securities Analyst since 1988 and was the Founder of Quantessential Research and the Director of Research at H.C. Wainwright & Co. Mr. O'Neill studied electrical engineering and finance at the University of New Hampshire, New Hampshire Technical Institute, New Hampshire College, New England College, Northeastern University and the Indiana University Graduate School of Business. He holds AE, BA and MBA degrees, is a CFA Level III candidate and is a member of the Institute of Electrical and Electronic Engineers. Profile
TWST: Let's look at the performance of the semiconductor companies over

the last 14 months and use that to set the stage for what you see as the

expectations for these companies over the next 12 to