Technology >> Analyst Interviews >> August 23, 2010
Chip-makers Emerge Strong From 2008-2009 Slump – Ambrish Srivastava – Bmo Capital Markets Corp.
Ambrish Srivastava is a Senior Research Analyst based in the San Francisco office of BMO Capital Markets Corp., where he covers the semiconductor industry as part of the technology team. Mr. Srivastava returned to BMO in July 2009 from Criterion Capital Management, where, as a Senior Analyst, he led the hedge fund's research and investments in technology companies across multiple sectors in hardware since 2007. Prior to that, he was the Semiconductor Analyst for BMO and predecessor firm Gerard Klauer Mattison, as well as for ABN AMRO. Earlier in his career, Mr. Srivastava worked as a Manager for Pittiglio Rabin Todd & McGrath, a management consulting firm, where he led a number of projects for large technology companies. He began his career at International Specialty Products, where he led the development and implementation of the company's new product commercialization process. Mr. Srivastava earned his Ph.D. in engineering from Rensselaer Polytechnic Institute, his MBA from Cornell University's Johnson School of Management and his bachelor of technology from the Institute of Technology, BHU, in India. Profile
TWST: What major themes are you monitoring in semiconductors right now?
Mr. Srivastava: I like to look at semis in the context of broader themes in technology. This is especially true now, in the