Semiconductor Cycle Strengthens Slowly in Auto, Industrial and Telco
Steve Smigie, Analyst, joined the Raymond James & Associates, Inc., technology group in August 2001, where he covers the analog and communications semiconductors sector. Mr. Smigie has been cited twice as a top semiconductor stock picker in Investor's Business Daily, is quoted frequently in numerous press publications, and has appeared on CNBC and Bloomberg TV. Before joining Raymond James & Associates, Inc., Mr. Smigie worked for Needham & Company, LLC, where he spent four years working in investment banking and equity research. He earned an MBA from the Fuqua School of Business at Duke University and a B.A. with honors from Bucknell University. Profile
TWST: Where are we in the semiconductor cycle? And broadly speaking, what is your advice to investors on how to play the sector based on where we are in the cycle?