Technology >> Analyst Interviews >> April 23, 2014
An Orderly Increase in Revenues and Demand in the Semiconductor Space
Kevin Cassidy, Analyst, joined the research team at Stifel, Nicolaus & Co., Inc., in connection with the company's acquisition of Thomas Weisel Partners LLC in July 2010. He joined Thomas Weisel Partners in August 2007, covering the power management and broadline segments of the semiconductor industry. Before joining Thomas Weisel Partners, he was a Research Analyst at Piper Jaffray & Co. Mr. Cassidy brings more than 20 years of practical semiconductor industry experience through various sales positions. He has an electrical engineering degree from the State University of New York at Buffalo and a B.S. in mathematics and physics from the State University of New York at Geneseo. Profile
TWST: In your view, where are we in the semiconductor cycle, and how should that inform how semiconductor investors play the sector this year?