Technology >> Analyst Interviews >> May 7, 2012

A Pickup in DRAM & NAND Flash Spending for Back Half of 2012

Patrick Ho joined the Stifel Nicolaus & Co., Inc., research team in connection with Stifel’s acquisition of Legg Mason’s capital markets group in December 2005. He joined Legg Mason in March 2005, after spending the previous three years at Moors & Cabot Investments, where he covered the semiconductor and semiconductor capital equipment spaces. Before that, Mr. Ho spent time in the venture capital world, covering the technology sector for Comdisco Ventures, where he focused on communications and semiconductor companies. Previously, he spent time at the investment bank Hambrecht & Quist, now J.P. Morgan Chase, where he covered the PC, storage and contract manufacturing sectors. Mr. Ho has a B.A. in history and political science from Yale University. Profile
 TWST: In your Q1 preview report, you wrote you expected this earnings season to represent a key turning point for the sector. What are some of the most important pieces of information you