Key Investment Themes For Communications Semis – Aalok Shah – D.a. Davidson & Co.
Aalok Shah rejoined D.A. Davidson & Co. in March 2008, after spending a year focusing on communications and consumer components as an Analyst for Credit Suisse and earlier for Pacific Crest Securities. He received an honorable mention in Institutional Investor's 2003, 2004 and 2005 All-America Research Team semiconductor and data networking categories. Mr. Shah has also been ranked in the top five for semiconductor research in The Wall Street Journal's annual Best on the Street survey. Mr. Shah graduated cum laude from Washington University in St. Louis with a B.A. in economics and biology; he later attended the graduate program at the London School of Economics and Political Science. Profile
TWST: What is your specific coverage within the semiconductor industry?
Mr. Shah: I follow most of the communication semiconductor companies. That generally means companies that are mostly wireless