Technology >> Analyst Interviews >> May 1, 2013

Seasonality Continues as Broad-Based Recovery Seems Illusory

Tristan Gerra is the Senior Research Analyst covering semiconductor components and a Managing Director at Robert W. Baird & Co., joining in 2004. Mr. Gerra has 20 years of experience in equity research, including 15 years in semiconductor components. Mr. Gerra is currently responsible for the coverage of 18 large-cap and small-cap semiconductor companies. Prior to Robert W. Baird & Co., Baird, he held Analyst positions in the equity research departments of the Soundview Technology Group, Prudential Securities, Montgomery Securities and Dean Witter Reynolds. Profile
TWST: As your companies have started to report first-quarter results, what have been the key themes and trends? What notable surprises have your heard from your group?

Mr. Gerra: