Covello

Mr. Covello, who is 38 years old and has been tracking the sector for 11 years, didn't make all the right moves in 2010.

Semiconductor Equipment 2011

Besides Teradyne, which remains a favorite, Mr. Covello currently recommends Applied Materials Inc. The Silicon Valley company, which has the broadest line of chip-manufacturing tools, hasn't seen its stock rise as sharply as some of its peers, Mr. Covello says.

Semiconductor Equipment 2011

Firm by Firm: Overall rankings Mr. Covello, who tracks both chip makers and their suppliers for Goldman, wasn't.

Semiconductor Equipment 2011

Following the economic slump in the fall of 2008, the industry went through the mother of all swings—to the lowest level of capital-equipment purchases of all time in 2009, followed by a huge expansion in 2010, Mr. Covello says.

Semiconductor Equipment 2011

"We focus almost exclusively on supply," says Mr. Covello, the No. 1 stock picker last year among analysts who track companies that sell machines for making chips.

Semiconductor Equipment 2011

They must confront long-established rules and regulations, entrenched cliques, and deception from career civil servants who become defensive, passively obstruct new policies, and withhold or delay providing information to and from the appointees House & Covello, 1984.

The Bass Handbook of Leadership Bernard M. Bass 2008

They must confront long-established rules and regulations, entrenched cliques, and deception from career civil servants who become defensive, passively obstruct new policies, and withhold or delay providing information to and from the appointees House & Covello, 1984.

The Bass Handbook of Leadership Bernard M. Bass 2008

Covello said that Wall Street is overrating the company's fundamentals.

No-No Novellus 2006

Goldman Sachs analyst James Covello this morning cut his rating on Applied Materials to Sell from Neutral, while reducing his stance on Lam Research to Neutral from Buy, asserting that a recent rally in semiconductor equipment shares has created significant downside risk for the group.

unknown title 2011

Covello expects a "multi-quarter correction" for the group.

unknown title 2011