Electronic-connector Content Grows Across Industries – Steven O’brien – J.p. Morgan
Steven O'Brien is J.P. Morgan's Senior Analyst covering the technology supply chain. From 2002 to 2009, Mr. O'Brien was a member of the data networking and wireless equipment team, and he held senior analyst coverage responsibility for connectivity, carrier VoIP and enterprise voice-equipment suppliers. Prior to joining equity research, Mr. O'Brien was an Analyst in J.P. Morgan's technology, media and telecommunications investment banking group. Mr. O'Brien holds an A.B. from Harvard University with a concentration in economics. Profile
TWST: Your coverage in electronic components is Amphenol, Molex and TE Connectivity. What are the investment themes you are looking at for the group?