Technology >> Analyst Interviews >> September 12, 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. In March 2008, he returned to formal research for Miller Tabak with a coverage universe in semiconductors, components and semiconductor equipment. Before joining the company, Mr. Furlong worked at two New York-based hedge funds, where his focus was on the technology sector. The focus of his analysis is to look at the hardware food chain from equipment OEMs to semiconductors, contract manufacturers and distributors. Profile
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