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 University. Profile
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?