Garp Stocks In The Semiconductor Space – Brendan Furlong – Miller Tabak + Co., Llc
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: What do you cover within the semiconductor space?
Mr. Furlong: I cover semiconductors, components and equipment. Some of my names are Intel (INTC), Corning (GLW), Avnet (AVT), Arrow (ARW), Avago