Technology >> Analyst Interviews >> September 11, 2012

Semi Names Levered to Data Center and High-Computing Power Expected to Benefit

Cassidy, Kevin
Kevin Cassidy, Analyst, joined the research team at Stifel, Nicolaus & Co., Inc., in connection with the company's acquisition of Thomas Weisel Partners LLC in July 2010. He joined Thomas Weisel Partners in August 2007, covering the power management and broadline segments of the semiconductor industry. Before joining Thomas Weisel Partners, he was a Research Analyst at Piper Jaffray & Co. Mr. Cassidy brings more than 20 years of practical semiconductor industry experience through various sales positions. He has an electrical engineering degree from the State University of New York at Buffalo and a B.S. in mathematics and physics from the State University of New York at Geneseo. Profile
TWST: Your coverage of the semiconductor sector is quite broad. About which segment within the sector are you most bullish at the moment, and why?

Mr. Cassidy: We remain most