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