Technology >> Analyst Interviews >> June 25, 2001

Semiconductor Stocks: Jonathan Joseph – Salomon Smith Barney

JONATHAN JOSEPH is Managing Director at Salomon Smith Barney and has covered the Semiconductor industry for our firm since March 1999. Prior to that, he was Managing Director at Bank of America Securities since 1996; he also worked at Kidder Peabody as Sr. Vice President from 1992. Mr. Joseph was ranked Runner-Up in Electronics/Semiconductors by the 1999 Institutional Investor All-America Research Team survey. He has received a Regents Fellow and is a Chartered Financial Analyst. He has an MA in Asian Political Economy from the University of California, Berkeley, and a BA in history (Honors) and East Asian studies from California State University, Humboldt. He has been in the investment business for 12 years. Profile
TWST: Jonathan, has the semiconductor cycle bottomed? And if not, how

far off the bottom are we?

Mr. Joseph: No, it has not bottomed yet but we expect it to bottom in

August. Obviously some