Finding Pockets of Growth in a Choppy Wireless Cyclical Market
Matthew Robison is Managing Director of Wunderlich Securities, Inc., following the devices and networking equipment and services technology sectors. Mr. Robison joined Wunderlich Securities, Inc., in 2010, and prior to Wunderlich Securities, Inc., he worked at Wedbush/Pacific Growth Equities since 2008. Prior to Pacific Growth Equities, he led the technology research effort at Ferris, Baker Watts, Inc., where he was also Director of Research. He previously spent two years at Botti Brown Asset Management as a general partner responsible for public and private technology investments. Prior to that, Mr. Robison spent several years as a senior analyst at Montgomery Securities, predecessor to Banc of America Securities, where he began coverage of wireless equipment and technology after covering the networking equipment industry. Before Montgomery Securities, Mr. Robison worked in the semiconductor industry for more than nine years with DSP Communications and Philips. Over the years, Mr. Robison has been named several times among the best-performing stock-pickers in the communications equipment industry by Forbes, Financial Times, StarMine or The Wall Street Journal — most recently by StarMine in 2014. He holds a Bachelor of Science in physics from the University of Denver. Profile
TWST: What are the big trends you are seeing as we enter the second half of 2015?
Mr. Robison: The term wireless encompasses a lot of different things. There are several categories.