TWST: You’ve recently become more cautious on the semiconductor sector. What are the factors contributing to your more cautious view?
Mr. Furlong: I think the macroeconomy is weighing on the whole sector. We sta
Semiconductors >> Analyst Interview >> October 4, 2012
Cautious Outlook on Semiconductors Despite Opportunities in Smartphones, Cloud Computing
Brendan Furlong, a Technology Analyst at Miller Tabak + Co., LLC, joined the company in October 2002. He holds a B.A. and M.A. from Trinity College Dublin, Ireland, and holds an associate's degree in civil engineering, also obtained in Ireland. For three years, Mr. Furlong published a technology strategy newsletter for Miller Tabak, and then transitioned to technology research sales... More
