Technology >> Analyst Interviews >> March 18, 2002
Semiconductor Production Equipment Industry: Byron Walker – Ubs Warburg Llc
BYRON WALKER is a well-established technology analyst covering
the semiconductor production equipment sector. He has won
recognition as a Wall Street Journal All-Star, as well as a 'Home
Run Hitter' in Institutional Investor. Mr. Walker currently
covers the group at UBS Warburg LLC, having joined that
organization in November 1998. Prior to UBS Warburg, Mr. Walker
covered the equipment group at Alex. Brown. Prior to Alex. Brown,
Mr. Walker covered the equipment group at Needham & Company.
Prior to Needham, he covered a broad range of technology
companies at Moody's Investors Service. Mr. Walker holds an MBA
in Finance from New York University, and a BA degree from Yale
TWST: 2000 has been termed an overcapacity situation, and 2001
was an industry decline. How do you characterize the prelude to
2002'2003? What do you expect over the balance of this year?